Default GL accounts for AR clients

Sabrina Wong
Sabrina Wong
First Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

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

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  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @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
    Sabrina Wong
    First Anniversary Kudos 1 Name Dropper Facilitator 1

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

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  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @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
    Sabrina Wong
    First Anniversary Kudos 1 Name Dropper Facilitator 1

    @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.

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