Projects - Default account for invoice raised from projects
Being able to add a default account for invoices raised through projects
Stephen Beater
shared this idea
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
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Patrick Noonan
commented
Invoices created from Projects should allow Customer defaults to be applied, or bulk assignment of Accounts, Tax Rates, etc. Some months' invoices have dozens of lines, so manually selecting every line to choose the same Account (e.g. Sales) is ridiculous.
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Bronwyn Adams
commented
Hi we have the same issue. Last week and for the last two years when I created an invoice from projects the account field and tax rates automatically populated. Only this week it has changed
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Chantelle Rogers
commented
Yes this really needs to be added along with the cost centers. We had this auto populating & now it doesn't work as of todays update.
The tasks in the Projects has the costs attached & they use different account codes depending on the task. -
Jana Dunnet
commented
Adding to this, the default due date when raising invoices from projects, based on customers settings, is not automatically created! A basic feature that should have been thought about as one can't always dig around and go back to find those specific terms!