Use the Account Usage S/L setting to specify the default Accounts and VAT Codes for use in your Sales Ledger transactions (i.e. Invoices and Receipts). These defaults will be used in the absence of Accounts or VAT Codes being specified elsewhere (for example, for the Items, Item Groups, Customers or Customer Categories used in the transactions). Please click for complete descriptions of how FirstOffice selects these defaults in Invoices and Receipts.

If you have imported the sample Chart of Accounts supplied with FirstOffice, you will find that most of the fields in the Account Usage S/L setting contain suggested values. If you have modified this Chart of Accounts or have used your own, you must ensure that these values are replaced with the correct Accounts.

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The Account numbers in this setting must also be in the Chart of Accounts. Otherwise, FirstOffice will not verify and accept the transactions controlled by this setting. You must either add the Accounts to the Chart of Accounts (the Account register in the System module), or change the Account numbers in this setting to Accounts that do exist in the Chart of Accounts.

The Account Usage S/L setting is spread over three cards. To view specific cards, click one of the three named tabs:

Most of the fields require you to enter Account codes. In each case, you can use the 'Paste Special' function (Ctrl-Return or ⌘-Return) to help you choose the correct Account. In the three VAT Code fields on the 'VAT' card, you can similarly use 'Paste Special' to choose the correct VAT Code.

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