Audience: Accounting Manager
Relevant ERPs: Great Plains, Netsuite, QuickBooks Desktop.
Summary: Reviews how to set a company default AP account for all vendors. To set it for only one vendor, see this article.
How to Create a Company Default A/P Account
1. Navigate to the Company Profile page by clicking on your initials.
2. From here, you can view the setting for assigning a Company default for AP Account.
3. Start typing default AP Account in the dropdown and select the default AP Account in the dropdown click save.
AP Account is now defaulted for all Vendors in MineralTree.
Note: If you have already set an A/P account for a specific vendor, they will not change to the new company default. You will need to go to the vendor details page for the specific vendor and select "Company Default."