Setting Employees Default Treasuries

The virtual treasuries assist in facilitating the work of employees on the software. It is not necessary for them to re-select their specific treasury every time they make a financial transaction. The default treasury is determined for each employee only once, and thereafter, it becomes the chosen treasury during the addition of a financial transaction on the account.

• Note: Before starting, make sure to activate the finance app in your account.

Steps to assign a Default Treasury for a User

• Click on “Finance” from the main menu.
• Click on “Settings”.
• Click on the card named “Employees Default Treasuries”.
• Fill in the required employee and treasury details as follows:
  • Employee: Select the employee for whom you want to set a default treasury.
  • Treasury: Choose the treasury that you want to set as the default for the employee.
• Click on the “Save” button.

Note: As soon as you save, this treasury will be the default treasury that appears to the employee in any financial transaction.