- Log onto readysell
- Select Financials
- Select General Ledger Accounts
From the 'Navigation' panel, click on 'Financials', click on 'General Ledger' then click on 'Accounts'
- Select List view
- Search and highlight the general ledger account
Click on 'Settings' tab in the detail view list
Expand title Show me Click on tab 'Available Transaction Types'
Expand title Show me Click on 'New' to add the transaction type'
- Select from the drop down filter the transaction type. In this example it is cashbook payment that I am adding to the general ledger account, CBKPAY. Then select a default tax code for that transaction type
- Click on Save and Close
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