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Version: Current

Step 2: Set Default Coding Value

Assign a default value to a specific coding field for this item. We'll use Tax Rate as an example.

Steps:

  1. Locate Target Field: In the Default Coding section of the item record, find the field you want to set a default for (e.g., Default Tax Rate).
  2. Select Value: Click into the field. A drop-down list of available values for that dimension (e.g., your configured Tax Rates) will appear.
  3. Choose the desired default value from the list (e.g., select "GST 10%").
  4. Repeat (Optional): Set default values for other fields (e.g., Default Account Code) if needed.
  5. Save Changes: Click Save at the bottom of the item modal.

What Happens Next?

The default coding rule is saved for this item. Zudello will now attempt to apply this default value to new transaction lines where this item is matched.

Next Step: Verify Default Application

Related How-To Guides: