AccountRight

Cards: Ability to set a default category

Experienced Partner VickiS
49 Posts
Experienced Partner
Australia

It would be handy to be able to add a default category to both supplier and customer cards so it does not have to be set each time you do a Sales or Purchase invoice.


"Add a default category to Cards"

2 Comments
Lyndamh2907
6 Posts
Cover User

Hello,

 

Are you able to add a section in the Card File where you can assign a Category to that customer or distributer, then this will automatically default/assign when raising an invoice?

 

Thank you

Ultimate Partner David_Cree
945 Posts
Ultimate Partner

Hello @VickiS@Lyndamh2907

I agree. You should be able to have a default Catehory for Customer & Supplier Cards. 

You can set one for Employees on the Standard Pays tab, so why bot on C & S cards?

Cheers

David