- Knowledge Base Categories:
- School Accounting System
- Accounts Payable
Training Tidbit: Can I set up an account number to use as the default when entering invoices for a vendor?
Yes, you are able to enter a default expense account number or multiple default account numbers for a vendor in the Vendor File to utilize when entering invoices, purchase orders, and requisitions. To enter default account numbers for a vendor, complete the following steps:
- From the Accounts Payable screen, select the Maintenance menu and then Vendors.
- Bring up the vendor to edit.
- Click the Miscellaneous tab.
- Enter the account numbers to use as the default in the Expense Accounts List. To do this, complete the blank line (indicated with an asterisk) at the bottom of the list. If desired, multiple default account numbers can be entered.
- Click the Save button.
When you enter invoices, purchase orders, and/or requisitions for the particular vendor, the designated account numbers appear as the default, but can be changed as needed.