Default G/L accounts are customizable for every user. For example, someone who adds only media payables could have a default A/P account as media payables, instead of the regular accounts payable account.

Since defaults accounts are entered for you, your account coding is more consistent -- and probably more accurate. Different defaults can be set for different users, based on the kinds of work they enter; now they won’t have to memorize accounts they use most often.

🔹To customize your default G/L accounts, choose Preferences > Accounting & Finance then click on the Default G/L Accounts tab.

Each user shares the same set of default G/L accounts. These account settings are used whenever something (like a payable or receivable invoice) is added.

✳️ Customizing account classes. The names of the six G/L account classifications are customizable without programming. These settings let you tailor the terminology that appears on your printed financial statements to your accountant’s needs. The terms “Assets and “Liabilities” are reserved and can’t be customized.

✳️ Default accounts can also be assigned to tasks in the Task Table. A task’s default accounts (one for job costs, the other for income) overwrite the user’s default accounts. No one is forced to use a certain default account. In every case, you can change any G/L account when entering something.

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⚠️ Anyone with manager-level access can change the default G/L account preferences. These settings are system-wide preferences, so they affect every user.

TO SET UP THE DEFAULT G/L ACCOUNTS

1️⃣ Click on a G/L account's dropdown menu then select the account to be the default.



2️⃣ Repeat for the other default G/L accounts.

3️⃣ Click Save.

TIPS

📌 The names of your account classes (i.e., Equity, Income, etc.) are customizable, although most agencies don’t change them. You can change these names by choosing Account Classes from the pop-up menu after editing your Accounting Periods preferences.

FAQs

💬 Can I delete a task from the Add/Edit window? No. To delete a task, close this windowFrom the Task Table window, click on a task then click the Delete toolbar button. A task can be deleted from the Task Table as long as it isn’t used on any job.