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

Overview

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

How It Works

Order a dedicated virtual card for each GL account code you want to automate. Assign your recurring merchant charges to the appropriate virtual card, and every charge on that card will automatically default to the assigned account — no manual coding required each month. You can create as many virtual cards as needed, and a single 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: Fill in the Accounting Defaults field when completing the card request form.

On an existing card: Go to Cards → click into the card → select Card Actions in the top right corner → Edit Card → Accounting Defaults.

Still Have Questions?

Contact our support team at support@kleercard.com.