{"id":8523,"date":"2026-01-12T14:34:54","date_gmt":"2026-01-12T12:34:54","guid":{"rendered":"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/default-entries\/"},"modified":"2026-01-12T14:34:54","modified_gmt":"2026-01-12T12:34:54","slug":"default-entries","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.fi\/fi\/en\/kayttoohjeet\/default-entries\/","title":{"rendered":"Default Entries"},"content":{"rendered":"\n<p><strong>This guide explains how to create and edit default entries.<\/strong><\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\">\n\n\n\n<p><strong>What are default entries?<\/strong><br>In SimplBooks you can save default entries for your most frequently used accounting postings. Default entries speed up your bookkeeping. <\/p>\n\n\n\n<p><strong>When can I use default entries<\/strong>?<br>You can use default entries when you are creating accounting postings manually or from bank transactions imported into the software<strong>. <\/strong>The software creates accounting postings for invoices, receipts and payments automatically, so default entries are not needed for those.<\/p>\n\n\n\n<p><strong>Typical situations where default entries can be useful<\/strong> include recurring monthly service fees, payroll, tax transactions, or transactions involving multiple cost centres.<\/p>\n\n\n\n<\/div><\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-1 wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-50\"><a class=\"wp-block-button__link has-background wp-element-button\" href=\"https:\/\/www.youtube.com\/watch?v=8NQi7XIk3_c\" style=\"background-color:#295555\" target=\"_blank\" rel=\"noreferrer noopener\"> <strong>\ud83d\udcfd\ufe0f Video guide<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>1. You can create a new default entry under Settings &gt; Environment Settings &gt; Default Entries.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-10.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"545\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-10-1024x545.png\" alt=\"\" class=\"wp-image-7759\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-10-1024x545.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-10-300x160.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-10-768x408.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-10-50x27.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-10-1536x817.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-10-920x489.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-10-600x319.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-10-320x170.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/1-10.png 1587w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>2. Create a new default entry by clicking &#8220;Add new default entry&#8221;. <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-11.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"528\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-11-1024x528.png\" alt=\"\" class=\"wp-image-7763\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-11-1024x528.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-11-300x155.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-11-768x396.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-11-50x26.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-11-1536x792.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-11-920x474.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-11-600x309.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-11-320x165.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/2-11.png 1589w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>You can edit or delete existing default entries using the icons at the end of each row.<\/p>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>3. Enter the required details<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-8.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"404\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-8-1024x404.png\" alt=\"\" class=\"wp-image-7765\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-8-1024x404.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-8-300x118.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-8-768x303.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-8-50x20.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-8-1536x606.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-8-920x363.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-8-600x237.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-8-320x126.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/3-8.png 1588w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong> Required fields:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Name (becomes the posting description) <\/li>\n\n\n\n<li>At least two accounting accounts.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Optional fields:<\/strong>\n<ul class=\"wp-block-list\">\n<li>Amounts (note debit and credit)<\/li>\n\n\n\n<li>VAT rates<\/li>\n\n\n\n<li>Whether VAT is calculated from gross or net<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>4. You can also create a default entry based on an existing accounting posting. <\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-7.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"383\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-7-1024x383.png\" alt=\"\" class=\"wp-image-7767\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-7-1024x383.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-7-300x112.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-7-768x287.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-7-50x19.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-7-1536x575.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-7-920x344.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-7-600x224.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-7-320x120.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/4-7.png 1585w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open the accounting posting under <strong>Accounting <\/strong>&gt; <strong>Postings<\/strong>. <\/li>\n\n\n\n<li>On the right, select <strong>Actions <\/strong>&gt;<strong> Create default entry<\/strong>.<\/li>\n\n\n\n<li>Edit the details if needed and click &#8220;<strong>Save<\/strong>&#8220;. <\/li>\n\n\n\n<li>The default entry is now saved and you can use it when creating accounting postings in the future.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong><strong>5. Using default entries<\/strong><\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"393\" src=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-2-1024x393.png\" alt=\"\" class=\"wp-image-7770\" srcset=\"https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-2-1024x393.png 1024w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-2-300x115.png 300w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-2-768x295.png 768w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-2-50x19.png 50w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-2-1536x590.png 1536w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-2-920x353.png 920w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-2-600x230.png 600w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-2-320x123.png 320w, https:\/\/support.simplbooks.fi\/fi\/wp-content\/uploads\/2024\/03\/5-2.png 1584w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>You can select a default entry in the following situations:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>When creating an accounting posting under <strong>Accounting <\/strong>&gt; <strong>Postings <\/strong>&gt; <strong>New posting<\/strong>.<\/li>\n\n\n\n<li>When saving a bank transaction as an accounting posting.<\/li>\n<\/ul>\n\n\n\n<p>When you select the default entry to use from the &#8220;<strong>Default entry<\/strong>&#8221; drop-down field, the software automatically adds rows to the posting and fills them in with the details saved in the default entry. <\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-note\"  style=\"border-color:#c0d6c5;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\"><div class=\"su-note-inner su-u-clearfix su-u-trim\" style=\"background-color:#DAF0DF;border-color:#ffffff;color:#333333;border-radius:8px;-moz-border-radius:8px;-webkit-border-radius:8px;\">\ud83d\udca1 <strong>Tip:<\/strong> If needed, you can edit any details that differ from the default entry. <\/div><\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#a7bdac;border-radius:8px\"><div class=\"su-box-title\" style=\"background-color:#DAF0DF;color:#333333;border-top-left-radius:6px;border-top-right-radius:6px\">Other related guides:<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:6px;border-bottom-right-radius:6px\">\n\n\n\n<div class=\"su-list\" style=\"margin-left:0px\">\n\n\n\n<ul class=\"wp-block-list\">\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/kirjanpidon-kirjauksen-tekeminen\/\" target=\"_blank\" rel=\"noreferrer noopener\">Creating accounting postings<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/pankkitapahtumien-kasittely\/\" target=\"_blank\" rel=\"noreferrer noopener\">Processing bank transactions<\/a><\/li>\n\n\n\n<li><i class=\"sui sui-book\" style=\"color:#333\"><\/i> <a href=\"https:\/\/support.simplbooks.fi\/fi\/kayttoohjeet\/eniten-kaytetyt-kirjanpidon-kirjaukset\/\" target=\"_blank\" rel=\"noreferrer noopener\">Most commonly used accounting postings<\/a><\/li>\n<\/ul>\n\n\n\n<\/div><\/div><\/div>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n","protected":false},"author":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[117],"ht_kb_tag":[],"class_list":["post-8523","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-accounting"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8523","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/comments?post=8523"}],"version-history":[{"count":0,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb\/8523\/revisions"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/media?parent=8523"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_category?post=8523"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.fi\/fi\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=8523"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}