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.

Transaction Types:

CBKDEP - Bank Deposit
CBKPAY - Bank Payment
SUPCRE - Supplier Credit
SUPDEB - Supplier Debit
CUSCRE - Customer Credit
CUSDEB - Customer Debit
 

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

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

4. Click on Settings tab in the detail view list

    Show me

   

5. Click on tab Available Transaction Types tab

    Show me

   

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