Edit Creditor Default Values of Finance Accounts

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

To use the Finance Account Approval submodule, you must have access to Tasks as defined in the User Access Rights submodule 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 screen, 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 applicable options of the creditor default values that you want to edit.