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Status Answered
Created by AgExpert Support
Created on Oct 20, 2023

Disqus Agexpert Accounting Questions Archive

Recently switched a client to the Cloud version and am wondering if there is a way to add default income and expenses to customers and suppliers or is that option no longer available?

  • ADMIN RESPONSE
    Feb 10, 2025

    Hi! Default Income and Expense accounts as set on the contact cards in Analyst is not an option in Accounting. Instead the software remembers the last used account for each contact and will auto populate that in the transaction entry screen as soon as the contact is selected. I found this existing suggestion from another user that looks like it includes what you're looking for. Feel free to visit the link and upvote it, as well if you have clients that feel like this is something we missed, share the link with them to vote it up to the top of the list.

    https://ideas.accounting.ag...

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