AgExpert Analyst > Set up and creating data files > Setting preferences for accounts

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Setting preferences for accounts

Use the Accounts tab to set account preferences for entering transactions.

To set account preferences:

  1. Select Preferences from the Setup menu. The Preference setup dialogue box appears.
  2. Select the Accounts tab.
  3. 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