Defaults Tab

This tab contains the transaction defaults for the organisation. Different free allocation fields are usable in here as well.

The field ‘Posting %’ represents how an entry should be entered for this organisation. When 0% is entered, this value will be used when you are creating a new entry line. When you will click on the + icon to add a new entry line, the data from this transaction default will be pre-entered.

It is possible to enter multiple defaults with 0%. When you are entering an entry line for the invoice/order etc. a pop-up appears where you can choose which default you want to use.

In case multiple defaults are added, the default line where the checkbox ‘Default’ is marked, will be pre-selected in the pop-up for choosing defaults. (But choosing the other option is still possible.)

When all possible transaction defaults are marked as default, the pop-up is not displayed and the lines are inserted into your invoice directly.

When you enter a different %, then this value is only used when entering an entry line, when you use the specific button for transaction defaults.

The amount will be recalculated using the entered %.

It is not required to enter a transaction type. If it is entered, only for that specific transaction type this default can be used.

The remark field can be used to give specific info, it will not be used in the coding itself, but offers an opportunity to give information when it should be selected.