Restricting Transaction types from a General Ledger Account

Readysell allows you to restrict certain transaction types from a General Ledger Account to reduce the chance of errors.

1. From the Navigation panel, click on Financials, click on General Ledger then click on Accounts 

2. Select List view
3. Search and highlight the general ledger account

4. Click on Settings tab in the detail view list

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5. Click on tab Available Transaction Types tab

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6. Click on New to add the transaction type

7. 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
8. Click on Save and Close