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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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!