{"id":8483,"date":"2024-03-06T09:37:58","date_gmt":"2024-03-06T07:37:58","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/changing-automatic-postings-and-default-accounts\/"},"modified":"2024-03-06T09:37:58","modified_gmt":"2024-03-06T07:37:58","slug":"changing-automatic-postings-and-default-accounts","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/changing-automatic-postings-and-default-accounts\/","title":{"rendered":"Changing Automatic Postings and Default Accounts"},"content":{"rendered":"\n
This guide explains how to change the default accounts for invoices and the automatic postings made by the program.<\/strong><\/p>\n\n\n\n

Please note that the program only makes automatic postings when opening balances have been added to the program and automatic postings are enabled. The program automatically creates an empty opening balance entry when you start using it. If bookkeeping has previously been done elsewhere, you can read more about entering opening balances here<\/a>.<\/div><\/div>\n\n\n\n


HOW TO CHANGE THE DEFAULT ACCOUNTS FOR AUTOMATIC POSTINGS<\/strong>? <\/h4>\n\n\n\n
<\/span>Before changing the default accounts, check whether automatic postings are enabled.
Click for detailed instructions!<\/div>
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Automatic postings are enabled when a start date has been set under Settings > Environment Settings > General Settings > Automatic postings from.<\/p>\n\n\n\n

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Automatic postings are enabled by default when you start using the program, and we do not recommend disabling them.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n

When you start using SimplBooks, the program already has default accounts set up for all bookkeeping functions such as purchase and sales invoices. You do not need to change the default accounts unless you want to assign a different account to a specific function.<\/p>\n\n\n\n

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You can view and change the accounts for automatic postings under Settings > Automatic Postings.<\/p>\n\n\n\n

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On this page you can change not only the default accounts for sales and purchase invoices, but also the default accounts for travel and expense reports, for example. Select the desired tab from the menu on the left side.<\/p>\n\n\n\n

In addition to expense and revenue accounts, the tabs also allow you to change the default accounts for accounts receivable, accounts payable, VAT payable, and VAT receivable, for example.<\/p>\n\n\n\n

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HOW TO CHANGE THE ACCOUNTS FOR DIFFERENT VAT CLASSES ON SALES INVOICES?<\/strong><\/h4>\n\n\n\n

When you create a sales invoice and select a VAT class, the program posts the revenue by default to the account that corresponds to that VAT class. For example:<\/p>\n\n\n\n