Settings and activity
1 result found
-
20 votes
While not specifically in account codes, it'd be good to know if setting Tracking defaults on Contacts could be useful to you here?
While I'd recommend testing with the demo co. first - Find & Recode could be used to bulk assign tracking to items, post import.
An error occurred while saving the comment Lorianne Gay supported this idea ·
I would like to assign a tracking category to a specific account, just like you are able to assign a VAT category to an account, so the VAT treatment is automatic and you don't have to fix things at a later stage due to human error and the wrong tracking category was selected when the transaction was processed.