Purchases when paying from the Purchase screen (PAID TODAY) can we select what account we want to pay from. Instead of it going straight to the linked account.
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When entering Purchases/Sales Invoices, there is an option of 'Paid today'. This defaults to the cheque account or another bank account.
How can you apply the payment/receipt here, but have the option to change the bank account the payment/receipt is to be applied against, as well as to or from a credit card.
This would save the tedious task of having to enter the invoices and then 'Make Payments' or 'Receive Payments' - meaning 2 transactions.
Thank you
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Hello Beverly1. Thanks for the excellent suggestion. Having a field to select the bank account used next to the 'paid today' field on sales and purchases would certainly make this field more useful. As well as speeding up data entry it could also help to prevent errors. Could all users who would like to see this field introduced, please cast your vote here.
You can change the accounts used by these fields currently. To do this go to setup and click linked accounts. Select sales accounts or purchases accounts as appropriate. For sales change the account in the field 'bank account for customer receipts.' For purchases change 'bank account for paying bills.' Obviously since this is done outside of the actual sale or purchase, this isn't as convenient as having the field on the sale or purchase would be.