IDEA: Default Expense Account Assignment for Suppliers/Customers

Hello,

It would be useful if a default expense account could be assigned to a supplier or customer, so that when entering purchase invoices or payments, the expense account is pre-filled automatically based on the supplier.

For example:

• Office supply vendors default to Office Supplies

• Internet provider defaults to Telephone/Internet

• Rent payments default to Rent Expense

• Professional dues vendors default to Professional Fees

This could:

• Speed up data entry

• Improve coding consistency

• Reduce errors and miscoding

• Be especially helpful for recurring suppliers

It could work as an optional default at the supplier level, with the ability to override the account on individual transactions when needed.

I think this would be a practical workflow improvement for many users.

Thanks for considering it.

Hi, if I understand right what you want to do, then this can be done with bank rules when you import your bank statements.