Vendor's Default Accounting Code

CharterAce will allow you to establish a default accounting code for each vendor in the system. When a school goes in to create a new transaction for that vendor, CharterAce will automatically select the default accounting code if it is available. On the vendor's edit screen, you can select the code as you add the vendor.

Change many vendor's Accounting Codes At the Same Time

It is also possible to edit multiple schools accounting codes all at the same time.  To do so, go to the Accounting Menu, then to the Vendor menu and click on the "Set Default COA" option.   This will give you a table of all of the school's vendors.  Clicking on the name of the vendor allows you to edit the individual vendor.  To the right are a list of all of the accounting codes used in the past for that vendor and the number of items and total amount of money spent for that accounting code.  If your school is linked to QuickBooks, it will also list the accounting codes which have been recorded in QuickBooks for that particular vendor. Just click on the accounting code in either list, and CharterAce will set that code as the default for that vendor.

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