BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

Default Accounts

Pick which existing account the system posts to for each role (AR, AP, cash…). Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. Open Settings → Default Accounts.
  2. Choose the account for each role from the dropdowns.
  3. Save — posting uses these unless a record overrides them.
GAAP note. Defaults resolve control accounts by system_role so journals always balance to the right place.
Try it now
Recording script (for video producers) 
TITLE: Default Accounts  (target 2 min, Basic)
HOOK (0-5s): "Pick which existing account the system posts to for each role (AR, AP, cash…)."
ON SCREEN: open /management/settings/default-accounts
STEP 1 — say: "Open Settings → Default Accounts."  (show the matching click)
STEP 2 — say: "Choose the account for each role from the dropdowns."  (show the matching click)
STEP 3 — say: "Save — posting uses these unless a record overrides them."  (show the matching click)
GAAP CALLOUT: "Defaults resolve control accounts by system_role so journals always balance to the right place."
CLOSE: "That's it — you can try it now from the button below."