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Job Default Settings - Class, Location & Bank Account
Job Default Settings - Class, Location & Bank Account

Speed up your workflow by setting up default Job settings.

Matt Calvano avatar
Written by Matt Calvano
Updated over a week ago

Assigning Default Job Settings:

Assign default job settings rather than having to manually choose Class, Location & Bank Account settings every time you add new a Line Item to your Budget.

Find a Job's Settings:

  • Jobs > Choose Job > Click Edit button

  • In the Edit Job window, you'll be able to choose default values for Class, Location and/or Bank Account.

Assigning a Default Class:

  1. Click on Class dropdown menu

  2. Pick a Class to default assign all of this job's transactions to that specific class.

Assigning a Default Location:

  1. Click on Location dropdown menu

  2. Pick a Location to default assign all of this job's transactions to that specific location.

Setting up a Default Bank Account:

  1. Click on Bank Account dropdown menu

  2. Pick a Bank Account to select a default payment account for all transactions on this job.

Click Save, to finish selecting the default values for Class, Location & Bank Account.

If you have any questions or want to share feedback, feel free to reach out at [email protected].

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