"to be emailed" checkbox on Purchase Orders

Lance Reyland
Lance Reyland Member Posts: 3 Novice Member Novice Member
edited October 2024 in Accounts Hosted

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  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,133 Accredited Partner Accredited Partner
    edited June 2020
    I think your best solution will be to use a Memorised transaction to create the purchase order?  you can always set a few other defaults beside the to be emailed tick - and give it a generic name - then just edit the supplier name when you use it?
  • Lance Reyland
    Lance Reyland Member Posts: 3 Novice Member Novice Member
    edited June 2019
  • Linda ABC
    Linda ABC Accredited Partner Posts: 1,133 Accredited Partner Accredited Partner
    edited June 2019
    Ok - I just had a look on one of my files - if you Memorise an Estimate transaction - with To be Emailed ticked - and then use this to generate the Purchase Order - I believe it will come across as also to be emailed?   worth a try?
  • Lance Reyland
    Lance Reyland Member Posts: 3 Novice Member Novice Member
    edited June 2019
    that would work if we memorised ALL our Estimates and we'd have to remember to tick the 'To be emailed" box as well. looks like it's too hard for QB, thanks anyway
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