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PS Cashbook

Chart - Set a Default Enterprise

Summary

How do I set a default enterprise for an account in Chart?

Detailed Description

  • Click on the Chart toolbar icon.
  • Click on the account you wish to link to a particular enterprise. e.g. 010.01 Sale - Bulls, so it is highlighted blue.
  • Click on the Edit button.

 

  • Click on the Default Enterprise drop-down arrow to select an enterprise.
  • Click on the Enterprise, e.g. CATTLE.
  • Click on the NEXT (if there is more than one account to Edit) or OK button to save.

 

Now, whenever the account code 041.1 Sale - Bulls is used in a transaction, it will automatically be allocated to the Cattle enterprise in the Livestock Trading Account.

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