Create default coding for personal transactions

To provide increased control over the coding process, and to make it easier to enforce correct coding upon users, you can also set the default coding if the user marks a transaction as personal.

To set the default coding for a transaction marked as personal:

1. Follow the steps in the Create default coding rules procedure to set up the default code.
2. When the Insert New Default Coding Rule dialogue box appears, click the Yes radio button beside Personal Item.

   The default code(s) you enter under the Default Code Values section of the screen will now be applied for any transactions of this type that are marked personal.

Note: You can have one set of default coding set up for a certain transaction type that is not marked personal and another set of default coding if it has been marked as personal.