How do you add default expense accounts to suppliers so they appear automatically when add their invoices?

Forum|Forum|4 years ago
December 10, 2021
1 reply
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I have added default accounts to the records of several suppliers but when I download invoices from these suppliers the default accounts do not appear.

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Ashleigh1

Level 14

Hello Planned2perfection,

Welcome to the Community page,

What you need to do is set the account up in the Chart of Accounts so it is accounting>chart of accounts> new > fill all the information in> save and close and then add them on the supplier details.

planned2perfectionAuthor

Thank you Ashleigh1,

I have an account in Chart of Accounts called "Professional Fees".

I have added this as the Default Expense Account to the Supplier Information of several suppliers.

However, when I receive an invoice from any of the suppliers and process it by uploading on the Transactions/Receipts page the Professional Fees category does not appear by default in the Account/Category field. Usually a random account appears and sometimes no account appears. I then have to assign it to Professional Fees manually.

I hope this makes sense and I look forward to your thoughts.

GeorgiaC

Level 13

Thanks for getting back to us planned2perfection, does the correct default account show when entering a transaction manually after selecting the supplier, is the issue specific to uploading receipts?

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