sales invoice category default
- Have a setting to default all sales invoices to a particular category.
- Also allow a setting to auto-populate all new customer names, as all new customer names are only suggested currently.
This would then allow us to autopublish all our sales invoices via dext directly to our accounts system without having to log into dext to carry out both of these tasks daily.
James Hickey
shared this idea
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KATIE WESTAWAY
commented
Default category for sales. You have it for purchases, which in most cases is a different category for each supplier. Yet all/most customer sales invoices are all the same category/nominal code, but you cant set a default code? Seems back to front to me.
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James Hickey
commented
Have a setting to default all sales invoices to a particular category.
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KATIE WESTAWAY
commented
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!
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Helen Ross
commented
To be able to set a default category in Sales to apply to all sales
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Adminkrasimira.georgieva
(Admin, Dext)
commented
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