Record and transaction settings
Description

Use Record and transaction settings to:

  • Choose how to age your transactions
  • Set default ledger accounts to use when entering transactions or creating records
  • Set default payment terms for your Suppliers
  • Choose the labels for your different pricing options for products and services
  • Choose how to sort your ledger accounts on menus and drop-downs
  • Choose how to handle negative assets on your balance sheet

 NOTE: Changes made will only apply to new transactions, you must amend historical transactions manually.  

Cause
Resolution

Go to Settings, then Business settings and then select Record and transactions settings to enter your default settings and preferences.

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