Settings and activity
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Theresa King
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7 votesTheresa King
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9 votes
Further to Kelly's last update that defaults for accounts, items and contacts could be of use to fill fields and save time when entering bills, for some other workflows it might be faster importing bills from CSV where you can bulk populate account codes for multiple lines on one bill.
An error occurred while saving the comment Theresa King
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41 votesTheresa King
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Bills - Ability to auto fill accounting code and tracking category when there are multiple lines. At present if you are entering a bill with say 10 lines, you have to click into each line, select the GL code and tracking category and this takes lots of time. We need the lines split out for job purposes to see quantities etc so cant just enter as one bulk line. Sometimes 9 lines might be one code and 1 line another so its important to not only be able to auto fill but to then be able to edit or change the odd line also.