Edit Creditor Default Values of Finance Accounts

Use Finance Account Approval in the Approval submodule in the Tasks module to edit the creditor default values of selected finance account records.

To use Finance Account Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To edit the creditor default values of a finance account record:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Approval > Finance Account Approval.
3. Highlight the finance account record whose creditor default values you want to edit, and on the side toolbar of the right pane, click Creditor Default Card.
4. Enter or use the corresponding drop-down lists to select the appropriate options of the creditor default values that you want to edit.