AgExpert Analyst > Set up and creating data files > Setting preferences for accounts
Search and find answers to commonly asked questions about our farm accounting software.
Setting preferences for accounts
Use the Accounts tab to set account preferences for entering transactions.
To set account preferences:
- Select Preferences from the Setup menu. The Preference setup dialogue box appears.
- Select the Accounts tab.
- Set the following preferences:
- Chequing account – Select a default bank account for transaction entry.
- GST/HST accounts receivable card – Select a default customer to post your GST/HST tax return refunds to.
- GST/HST accounts payable card – Select a default supplier to post any amount owing from your GST/HST tax returns to.
- PST accounts receivable card – Select a default customer to post your PST tax return refunds to.
- PST accounts payable card – Select a default supplier to post any amount owing from your PST tax returns to.
- Point of Sale cash customer card – Select a default customer for entering transactions on the Point of Sale dialogue box.
- Point of Sale default bank account – Select a default bank account for entering cash sales on the Point of Sale dialogue box.
Last updated on February 12, 2014 by FCC AgExpert