Audience: Accounting Manager
Relevant Accounting Systems: Great Plains, NetSuite, QuickBooks Desktop.
Summary: Reviews how to set a company default AP account for all vendors.
How to Create a Company Default A/P Account
Navigate to the Company Profile page by clicking your initials in the top-right of the screen.
In the Settings tab, locate the option to assign a company default AP account (top right).
Start typing the default AP account in the dropdown, select it, and click Save.
Note: If you have a large list of AP accounts, the dropdown may take a few seconds to load.
The AP account is now set as the default for all vendors that do not already have a default AP account specified in their Vendor Details page in MineralTree.
Note: If you have already set an AP account for a specific vendor, that vendor’s account will not be updated to the new company default. To apply the company default, go to the Vendor Details page for that vendor and select Company Default.