Default GL accounts for AR clients

Sabrina Wong

Hi

Does anyone know how to add the default Accounts Receivable and income account to a client? Also, do I need to set up a default AR accounts for cash receipt for the new client? I am new to the AR module. Please help. Thanks! Sabrina

Kevin Brazell

@Sabrina Wong
in database view, the 2nd tab is the defaults tab for client's like which AR account to use ( provided you're not using a single ar summary account setup). In WebView when you're editing a client, scroll down just a bit and you have a section called : Data entry defaults , this is where you define defaults, like the receivable account for the client in WebView.

Sabrina Wong

@Kevin Brazell
Hi Kevin, thanks for the info. Can I also set up the default income account for the client? Thanks

Kevin Brazell

@Sabrina Wong
not account level, but if they use the same billing item for the charge/ invoice, you can set the default there.

Sabrina Wong

@Kevin Brazell
It's in billing item. Thank you so much. Do you know how I can add an additional program to the drop-down menu in the billing item screen? Thanks.