Default Settings

Default Settings allow you to preconfigure certain settings that are automatically applied to new child accounts, saving valuable time and ensuring child accounts are set up with the same settings. Only parent accounts have the ability to use this feature.

Accessing Default Settings

Step 1: Access the Dealer Settings.

Step 2: Go to the "Default Settings" tab, this will only appear if the account is marked as a parent account. 

Step 3: Now you can set the default settings for Calculated Taxes, Deadline Stores Schedule, Stores Without a Deadline Schedule, and Deposit Format on new child accounts. 

Note: Changes to settings on this page will not override the settings for existing child accounts. Default settings will only be applied to new child accounts. Settings can be modified at the child account level. 

Step 4: After selecting the desired settings click "Save Changes". 

Child Account View

When a child account goes to view the Calculated Taxes setting for their specific account, they will see that this setting is suggested by the parent account. Child account users can change this setting for their accounts if needed.

When a child account goes to view the Deposit Plan for their specific account, they will see the deposit plan suggested by the parent account. Child accounts can change their deposit plan for their specific account if needed.

Things to Know

• The Default Settings page is not viewable by child accounts. Only parent accounts can view and use the Default Settings page. 
• Updating Default Settings does not push the changes to current child accounts. Default Settings are used to ensure future child accounts are set up correctly.
• Default Settings can be modified at the child account level. All users on a child account can disable the Calculated Taxes feature at the account level or for individual stores within their account. Only users with the Owner and Accountant role have the ability to change the deposit plan for their account.