Account Defaults

You can also set up default accounts which will pre-populate the account field in certain areas:

• Agency Share Commission
• Agent’s Payable Commission in the Commission Worksheet
• VPA Invoices & Advertising Products

To set your default accounts;

1. Go to 'Settings' from the left side menu > 'Finance & Commissions'
2. Go to 'Account Defaults'
3. Set any of the three options (Agency Share Commission, Payable Commission and Advertising Products) to an account of your choice
4. Click 'Save'