Default and Favorite Accounting Codes

Get Started for a step-by step guide to managing default and favorite accounting codes.

Beth McMillan
5 steps
40 seconds

Once in your profile settings, use the left navigation to select “Default User Settings” to open the drop-down sub-options. ([See ProConnect User Profile & Default Settings](https://scribehow.com/shared/ProConnect_User_Profile_and_Default_Settings__iPbcP0qkQISLelFnFm9KkA)) and Select **“Custom Field and Accounting Code Defaults”**

Select the **“Code Favorites”** tab

Click **"Add"**

Nickname your code and begin adding your FOAPAL sections

\-Can search or use the drop down menus to choose the different sections. \-Do not have to fill in each section

Click save when complete

Default and Favorite Accounting Codes

Get Started for a step-by step guide to managing default and favorite accounting codes.

Beth McMillan
5 steps
40 seconds

Select the **“Code Favorites”** tab

Click **"Add"**

Nickname your code and begin adding your FOAPAL sections

\-Can search or use the drop down menus to choose the different sections. \-Do not have to fill in each section

Click save when complete