Form defaults are optional. They can be used to set:
Form defaults apply only to the form for which they are defined, but they can be set for forms in every Manager tab except Billable Expenses (because there is no separate form), including recurring versions (where available):
Form defaults can also be set for subsidiary ledgers:
Form defaults can only be set for transaction forms and subsidiary ledgers related to functional tabs already enabled through the Customize link.
Standard terms and conditions can be set up in a custom field for sales invoices. These will appear on every new sales invoice.
If only one bank or cash account exists, or is most regularly used, it can be pre-selected as a form default for receipt and payment forms.
If a sole proprietorship only enters expense claims by its owner, the owner can be selected as the expense claim payer.
Late payment fees on sales invoices can be set up in advance.
Title of sales quotes can be changed for all future quotes by entering a new one as a form default.
Currencies can be chosen in advance for specific transaction types.
Inventory write-offs can be set up to always debit a specific expense account.
To set or modify a form default, click Settings, then Form Defaults:
Click Edit beside the form or ledger category for which you want to set or modify default content or custom theme:
A copy of that form or ledger entry appears. Enter content in any field except
Date (on any form) or
Type(on the receipt or payment form). Both will be overridden. Check any option box. Add lines, if available and necessary. (Visible fields and options depend upon tabs you have enabled and settings you have entered elsewhere in the program, just as they would when entering a normal accounting record.)
You can set a default
Custom theme for a transaction form if you have activated at least one theme besides the automatically activated Plain theme. Check the box and choose an active theme in the dropdown list:
Click Update to save your new defaults.
Form defaults are applied automatically. Exact behavior depends on the specific action:
Form defaults affect only new transactions and ledger entries. They do not modify content or theme selection retroactively.