Hi I am trying to create a memorised Bill with a standard memo but I cannot get it to save. What is the best processed to do this please? It is a bill we could create for our other company entity on a regular basis for freight. I have tried saving ti as a Memorised Bill transaction but i must still have the set up incorrect. Hope you can give me step by step instructions
Hi Kathy!
Once you've entered the Bill on the screen exactly as you want it to save (memorise), click on Edit along top toolbar then Memorise Bill in the dropdown menu.
NOTE: In order to have that Bill enter as saved, you need to have it auto-enter - or generate entry of it - it from the Memorised Transaction List itself as this is where you've "saved" that customisation.
I I key in another line with the same GL code it does not retain the memo
No, this feature doesn't memorise individual lines, it memorises the transaction template itself, in its entirety.
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