The Employee GL Accounts form allows you to view the list of default GL accounts to be used in transactions related to the employee. If needed, you can edit the accounts and, then, the newly defined accounts will be used for this particular employee.
Note. The default accounts that can be used for all employees become available in the system with the initialization data. You can view these accounts by clicking the Employee GL Accounts link on the top of the Employees list—this opens the Employee GL Accounts form. The default accounts are listed in the first table row for which in the Employee column there is no name. You can edit these accounts to be used for all employees or you can define other sets of default accounts for specific groups of employees or specific employees. Then, when posting a transaction associated with a particular employee, the program will use the default accounts as follows:
- From a specific set of accounts defined for this employee if there is such a set.
- From a specific set of accounts defined for a group where this employee is a member if there is such a set.
- From the default set of default accounts.
To a new employee, the default GL accounts are assigned automatically. If needed, you can select other GL accounts to be used as default accounts for this employee.
The Employee GL Accounts form
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