Sales: Ability to set a default form for invoices and another for quotes
I would like to set one default form for an Item Quote, and a separate default form for an Item Invoice. In other words: We have 2 Form Templates - one for quotes - lets call this one "QuoteFormat", and another for invoices - lets call this one "InvoiceFormat". These forms are slightly different At the moment we have the default set as "QuoteFormat" so that every Item sale by default prints/emails using the "QuoteFormat". Every time we have to send an invoice we need to change the form to "InvoiceFormat". This requires [unnecessary] extra clicks, it's easy to forget to do this, and certainly slows the process down - I use the latest AccountRight Live (2015.2) so it is often quite slow to display the list of available forms. An additional important benefit to this would be the ability to use the "Save to Disk" feature on Invoices - which CANNOT select a custom form other than the default (Crazy, right??) If anyone has any ideas, please post them :smileyhappy: "Separate default forms for (item) Quotes and Invoices"9.2KViews19likes13Comments
Bank Feeds: Card Type for new contact based on type of transaction
Hi Team In the Bank Feed screen when entering a Spend Money or Receive Money and entering a new contact, it would be good if it would default to Supplier and Customer respectively. At the moment it appears to be random I haven't checked out the Banking Spend Money etc? Thanks Geoffrey 'Bank Feed screen Receive Money new contact default to Customer and Spend Money default to Supplier"3.2KViews0likes2Comments