The following default values for the Financial module are defined from within the Financial System Defaults page:
- Purchase Tax Group
- Sales Tax Group
- Account
- Company
- Milestone billing Charges
- Recurring billing Charges
- User
- Milestone billing Work Type
- Recurring billing Work Type
- Prepayment Charge
- Enforce Cost Rule Rate Association dependency to: Client, Project, Task Work Type or Select all
- Enforce Billing Rule Rate Association dependency to: Client, Project, Task Work Type or Select all
- User Default Forecast Cost Rate: Allow Project Override
- User Default Forecast Billing Rate: Allow Project Override
- Current Revenue Batch Number
- Revenue Batch Number prefix
- Revenue Batch - number of digits
- Allow Revenue Batch number override
For further details refer to: