AR Invoice Layout
Hi
Wanting to know if its possible to change the default settings for AP invoicing?
Basically I want to know if I can change the layout to link to our account list instead of an 'Item'
Thanks.
Georgia
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Hi Georgia
Are you referring to entering Bills ? Unfortunately, the window layout itself - eg the Expenses & Items tabs - is fixed once you have used the Items tab once in a transaction.
However, you can enable auto recall to prefill - Upon entering a Supplier name, this option will prefill the Bill automatically, based on your last previous Bill entry for that Supplier. You can then just edit the applicable variables - date, amount(s), accounts(s), Memo(s) etc each time.
To enable this ...
- Click on Edit (along top toolbar) > Preferences
- Click on General in the LHS Category list
- On the My Preferences tab, tick the checkbox under Automatically recall information & select the first (Automatically recall ...) option.
- Click OK to save your changes
Is this what you were wanting ?
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Hi, apologies. I am referring to receivables.
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Ah, you mean AโRโ invoices ๐
Because sales forms need an โItemโ, you should have your Items set up so that are linked to the appropriate Sales account (in the Account field)
Can you post a screenshot/snip of the Item window of one of your applicable Items as it sounds like youโve not got them linked correctly? ๐ค
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