Skip to main content

Change the default analysis code for debtor or creditor

You can save time by setting up a default analysis code for specific suppliers or customers.

  1. Click the Debtors or Creditors tab.

  2. Click Customers or Suppliers, depending on which ledger you are in.

  3. Click the required record.

  4. Click Edit.

  5. Click Settings.

  6. Click the magnifier glass in the Sales analysis or Purchase analysis field.

  7. Click the required analysis code.

  8. Click Save.

Did this answer your question?