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:
Click on Class dropdown menu
Pick a Class to default assign all of this job's transactions to that specific class.
Assigning a Default Location:
Click on Location dropdown menu
Pick a Location to default assign all of this job's transactions to that specific location.
Setting up a Default Bank Account:
Click on Bank Account dropdown menu
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].