Transaction Entry Defaults can be defined to speed up the entry of transactions or as fallback settings for integrations such as Facebook or Enthuse.
The values you set within these defaults are automatically applied when a new transaction is added, but you can change the defaults when adding a transaction if needed.
Configure Transaction Entry Defaults
Navigate to Settings, click Configuration.
Select Transaction Entry Defaults, then review the list of available default fields.
Select the default values you want applied automatically to new transactions, including:
Product
Bank Account
Campaign
Channel (entry point, not marketing permissions)
Fund
Department
Payment Method
Email Acknowledgement Template
Mail Acknowledgement Template
Click Save changes.
📌Note:
Any settings not completed in this area will need to be added directly to the transaction.
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