Firm Withdrawal - Default Settings

Created by Allison Cloyd, Modified on Thu, 12 Jan 2023 at 10:16 PM by Robert Butler

This article explains how to set up default settings from supplier payment transactions. 

 

To set up defaults navigate to Admin > Accounting > Accounting system preferences. Scroll down to Firm withdrawal.

 

The defaults actually relate to new supplier payments, not firm withdrawals. A fix has been lodged for this.

 

These just set default settings you can still choose all other options - it will just pick a default to display every time you complete a firm withdrawal. 

 

 

/helpdesk/attachments/150002489454

 

These settings will be seen when you enter a new supplier invoice payment on this screen. 

 

/helpdesk/attachments/150002489455


Related Articles:

- Firm Withdrawals

- Entering Disbursements from a Firm Withdrawal