Hi everyone, we appreciate all contributions and votes this idea has received overtime.
There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.
Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner to fill the column up or down your rows
We’re in the process of developing a new Bill Edit and View page experience, so I'll return to confirm with a final update on this idea once this is released.
Hi everyone, we appreciate all contributions and votes this idea has received overtime.
There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.
Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner…
This is not so much for the duplication of line items, as they are already duplicated throughout export from a third-party operational system where we submit our "jobs" (contents of said line items) -
but, I am allocating account codes / job numbers / divisions to numerous item/price lines on ONE bill for each individual "job" - if they are all going to the same places, is there a function to automatically allocate each line/job on the invoice to the same codes without manually entering every single one?
This is not so much for the duplication of line items, as they are already duplicated throughout export from a third-party operational system where we submit our "jobs" (contents of said line items) -
but, I am allocating account codes / job numbers / divisions to numerous item/price lines on ONE bill for each individual "job" - if they are all going to the same places, is there a function to automatically allocate each line/job on the invoice to the same codes without manually entering every single one?