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How to Default a GL Account Code for Recurring and Subscription Charges

If your organization has recurring or subscription charges that always belong to the same GL account, you can automate coding with accounting defaults.

How it works

Order a dedicated virtual card for each Vendor or GL account code you want to automate. Assign recurring merchant charges to the appropriate card, and every charge on that card defaults to the assigned account, with no manual coding each month. You can create as many virtual cards as you need, and one card can cover as many recurring charges as you like.

 

Setting up accounting defaults

You can assign an accounting default in two ways:

  • During card creation: complete the Default Accounting step of the card request form (Vendor, Account, Department, Grant, etc.).

  • On an existing card: go to Cards, click into the card, select Card Actions in the top right, choose Edit, and set the accounting defaults.

 

Still have questions? Contact our support team at support@kleercard.com.