The reason for this KB is to assist ComData on how to set up ACCT Coding Defaults for Expense Reports for a user's profile. To fix the issue, the steps below were followed.

1. Ensure that the Account Coding Type is set up to allow users to set a default value
   1. Login
   2. Click Gear Icon
   3. Accounting
   4. Account Coding Type
      1. Select Account Coding Type (Such as Job Coding)
      2. Click on More Actions
      3. Click on Configure Coding Segments

1. Once selected, click on STEP 2
   1. On the right-hand side, you will see "Allow User to set Default Value?"
      1. If set to YES, the user can set a default value per user profile

1. Once the value is set, hit SAVE

From here, the user is able to set their default values for whichever segment you allowed them to set a default value for. To access a default value for the user, please follow the steps below.

1. Login
2. Click on the username in the top right corner
3. Select PROFILE

It will bring them to their profile, which allows them to set the defaults that are allowed. In this scenario, the Job segment is allowed to be defaulted, whereas Phase is not (it will also tell you which ones are not allowed). Please see below. 

Once the defaults are all set, the user will then hit "Save Defaults". The next time they create an Expense Report, it will default to the fields selected in their profile.