Change Prepaid (PPD) Asset Account

If your PPD deposits go into the Default Bank Account for the specific office, the PPD Asset Account must be the same G/L Account Number as the Default Bank Account's G/L Asset Account Number. In such instances, if you change the Default Bank Account number, you also need to change the PPD asset account number.

To change the PPD asset account number:

1. Start Juris and log in to open the main Juris window.

   

2. Double-click Tables.
3. Double-click Offices.

4. Double-click the office on which you want to change the default bank account.

   The Offices window opens.

   

5. Click the G/L Acct tab.
6. In the PPD Asset box, click the ... (ellipses) button and select the account you want to use as the PPD asset account.
7. Select Form > Save on the menu to save your changes.
8. Click the window Close button to close the Offices window.