Charge Settings
Each charge in Street can have it's default values set at a company level to ensure the correct amount and/or description are used when the charge is added.
Setting Default Charge Amounts and Descriptions
To get started, head to Settings (on the left side panel, at the bottom) > Company Settings > Accounting > Charges.
Note - To access the company accounting settings you will need to be a Company Admin and have a role with the permission 'Allow this user to manage client accounting' enabled.
For more information, see our Roles and Permissions help article.
From here you will see a list of all charge types in the system and by default the description and amount will be empty.
To set a default amount and description for a charge type click the edit button on the right hand side of the charge and enter the details.
Both the amount and description are optional fields, meaning you can choose to just set a default amount, or just the description or both. And the clear defaults button will clear any entered details and reset it back to blank.
Disabling a Charge
If there are charges in the list that you do not use you can disable them to remove them from the charges list, and they will be unable to be selected when adding a charge.
Click the three dot menu on the right hand side of the charge and click disable.
Note - Disabling a charge will not impact any already generated charges on ledgers.
To view any disabled charges from the charge settings table tick the 'show disabled charges' button. You can re-enable any disabled charges from the three dot menu on the right hand side.
Adding Charges with Default Amounts and Descriptions
When adding a charge on a ledger that has a default amount and/or description set up, you will see those details appear automatically however these can still be edited if needed.
Additionally, company admins will see a dismissable banner when adding charges letting them know they can setup default amounts for charges.
For more information on adding charges, see this help article.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!