Overview 

The Multi Ledger Defaults screen provides a listing of all Transactional Ledger Names. If you do not have the Multi-Ledger feature enabled, only one Transactional Ledger will display in this screen. Otherwise, if this feature is enabled, all of your available Transactional Ledgers will display. 

For each Transactional Ledger, the following information displays:

• Default Bank Account
• Default Billing Format
• Billing Activity Statement Format
• Billing Outstanding Statement Format
• Tax Settings
• Sales Tax Company Code (only applicable if Avalara’s AvaTax is the sales tax method)
• Default Packing Slip Format (if the Orders & Inventory package is installed)
• Default Purchase Order Format (if the Orders & Inventory package is installed)

Each of the fields in the data grid, including the Ledger Name is a hyperlink to the record. For example, on the Actual Ledger, you might have 1000-Cash listed as the GL Account. You can click the 1000-Cash GL Account to access that GL Account record.

Note: The Ledger Name field on this screen is not an editable field. However, it is a hyperlink to the Ledger record. 

Edit the Multi Ledger Defaults

1. Navigate to Accounting Home and click the Setup tab. Then, under the Configurations menu, click Multi Ledger Defaults. The Multi Ledger Defaults screen displays.
   
   
   Note: Click here to view the above image in full screen. 
   
   
2. Click the Pencil icon that displays to the right of Multi Ledger Defaults. Click the X to remove an existing default. Then, use the Lookup icon to search for and select a different one. 
   
   
   Note: Click here to view the above image in full screen. 
   
   Note: To add/modify the Sales Tax Company Code, copy/paste it from Avalara. The Company Code can be located within Avalara from the Settings drop-down menu and selecting All AvaTax Settings.
   
   
   
   
   
   The following fields are editable from the initial Multi Ledger Default screen:
   Note: The Sales Tax Company Code for Avalara can only be edited by clicking the Pencil icon.
   
   
   1. Default Bank Account
   2. Default Billing Format
   3. Billing Activity Statement Format
   4. Billing Outstanding Statement Format
   5. Tax Settings
   6. Default Packing Slip Format (if the Orders & Inventory package is installed)
   7. Default Purchase Order Format (if the Orders & Inventory package is installed)
      
      Note: If you only need to edit a specific field on a single record, do not click the Pencil icon. Instead, mouseover the field that you want to edit. Then, click Edit.
      
      
      
      The Edit dialog box will display. Edit the record, as necessary. Otherwise, click View if you only want to view the record.
      
      
3. Click Save.