Presetting the Account Code

Using Journal Presets (JNP), you can preset the account code on a journal line in three ways:

  • Choose a specific account code.
  • Choose the linked account from the account on another line.
  • Use wildcards. For example, if you preset an account to 810**, users must enter an account code between 81000 and 81099. If they change to any other account they are warned or blocked, depending on the Force Presets value.

Account Types

In Ledger Entry, the account code entered is matched with the account types you specify in journal presets. You do not need to specify account types if you specified an account code.

If a preset line is to remain unposted, i.e. it forms the basis for a calculation, select Calculation Line (Unposted) in the Account Type field.