• How to configure the default Accounting settings for one-time payments

• How to override the default Accounting settings

When creating a one-time payment, the user has the option of which agency bank account to disburse funds to - Operating Account or Trust Account.

The Accounting Settings feature allows you to choose a default account where Ascend will transfer all funds received for one-time payments.

NOTE: This feature is only available for the following user roles: Admins and Accountants.

To configure the Accounting Settings for your workspace, click on the Settings icon in the upper right of your dashboard and select Accounting:

When creating a one-time payment, you can override the default Accounting Settings and select a different account in the Funds Distribution section:

Need more help? Contact us at support@useascend.com for assistance.