Skip to content

Suggest a feature

Prepare: Rules

CATEGORIES
All ideas
My feedback
Approvals 26 ideas
Bank 98 ideas
Boost 1 idea
CSV Export 44 ideas
Categories 36 ideas
Communications 15 ideas
Design 143 ideas
Direct 13 ideas
Expenses 133 ideas
Extraction 179 ideas
Integrations 342 ideas
Item Messaging 14 ideas
Line Items 55 ideas
Match 16 ideas
Mobile 49 ideas
Notifications 33 ideas
Onboarding 5 ideas
Other 192 ideas
Practice Insights 17 ideas
Publishing 58 ideas
Rules 87 ideas
Solo/ITSA 5 ideas
Submission Methods 64 ideas
Supplier Statements 27 ideas
User Access Controls 50 ideas
Workflows 77 ideas
client list 12 ideas

Searching…

No results.
Clear search results

- Commerce 184 ideas
- Dextension 3 ideas
- Enhanced Dext 4 ideas
- Precision 90 ideas
- Prepare 1,792 ideas
- Prepare (Français) 925 ideas
- Vault 0 ideas

Default Sales Category per account

-

7 votes

krasimira.georgieva shared this idea · Sep 7, 2022 · Report… · Admin →

An error occurred while saving the comment

KATIE WESTAWAY commented · November 19, 2024 3:33 PM · Report

You can set a default category for cost, although all of these are different, yet sales are all the same and i cant set a default? This then takes ages to apply the category to them all instead of being able to click one button. Customer rules never work, so this option is major!

Submitting...
Helen Ross commented · September 8, 2022 12:16 PM · Report

To be able to set a default category in Sales to apply to all sales

Submitting...