> ## Documentation Index
> Fetch the complete documentation index at: https://docs.hitaji360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounting Workspace Settings

> Workspace settings hold the small set of per-book defaults that the accounting module reads when it has to choose an account on your behalf — today that…

Workspace settings hold the small set of per-book defaults that the accounting
module reads when it has to choose an account on your behalf — today that is the
**default payable account for expense claims**. Setting it once means your team
never has to pick the right liability account every time an expense claim is
approved.

> These settings are **per accounting book**. Each business in Hitaji 360 has its
> own book, so a value you set here applies only to the business you are currently
> working in. Switch businesses (top-of-screen business switcher) and you are
> editing a different book.

**You'll find this at:** `Settings → ERP → Finance → General`
(route `/settings/erp/finance/general`), in the **Expense Claim Types** card under
**Default Payable Account**.

> 📷 *Screenshot: Finance → General settings page, with the Expense Claim Types card and the Default Payable Account selector highlighted — to be added.*

***

## What this setting does

When an employee's expense claim is **approved**, the system posts a journal
entry that records the amount you now owe the employee. The credit side of that
entry needs a **payable (liability) account**. The *Default Payable Account* is
the account used for that credit when the claim itself doesn't name a more
specific one.

Leaving it blank is allowed — the module falls back to its built-in expense-claim
payable behaviour. Setting it lets you point all expense-claim liabilities at one
account you choose (for example, a dedicated "Staff reimbursements payable"
account), which keeps your balance sheet tidy and your reconciliation simple.

| Field                       | What it holds                        | Notes                                                                                                                     |
| --------------------------- | ------------------------------------ | ------------------------------------------------------------------------------------------------------------------------- |
| **Default Payable Account** | A single account of type **Payable** | Optional. Only accounts that exist in this book's chart of accounts can be chosen. Leave blank to use the system default. |

***

## Set or change the default payable account

1. Open **Settings → ERP → Finance → General**.
2. Confirm the business shown in the business switcher is the one you want to
   configure — this setting is per book.
3. Find the **Expense Claim Types** card and the **Default Payable Account**
   selector.
4. Pick the payable account you want every approved expense claim to credit.
5. Save. You'll see a **"Default payable account saved"** confirmation.

> 📷 *Screenshot: Default Payable Account dropdown open, listing payable accounts from the chart of accounts — to be added.*

### To clear it

Open the selector and clear the choice (leave it blank), then save. Expense-claim
postings revert to the module's built-in default.

***

## Who can change it

| Action                                 | Permission required                                   |
| -------------------------------------- | ----------------------------------------------------- |
| **View** workspace settings            | Any signed-in user with accounting access to the book |
| **Change** the default payable account | `accounting:config` **or** `accounting:admin`         |

If you can open the page but the selector is read-only or saving fails with a
permission error, you have view access but not the finance-configuration
permission. Ask a finance administrator to grant `accounting:config`.

***

## Behind the scenes (for reference)

* The value is stored on the accounting **book** record for the current business,
  not on a separate settings table — so it travels with the book.
* The API serving this setting is
  `GET /api/accounting/workspace-settings?workspaceId=<book>` (read) and
  `PATCH /api/accounting/workspace-settings?workspaceId=<book>` (change). You do
  not call these directly; the settings screen does.
* Only the `defaultExpenseClaimPayableAccountId` field is exposed today. If no
  book exists for the business, the read returns an empty value and a change is a
  no-op.

***

## Related

* [Print & document templates](/accounting/user/settings/print-templates)
* [Overdue-invoice reminders](/accounting/user/settings/reminders)
* [Report presets & scheduled delivery](/accounting/user/settings/report-presets)