Forum Discussion

parwem's avatar
parwem
Contributing User
3 years ago
Solved

Description on new purchase form

Hello.  Is there a way to allocate a description to a particular Supplier.  For example, all my petrol purchases come from a couple of suppliers and it would be easier if I did not have to type in petrol every time I entered a new purchase for these suppliers.  Thank you

  • LRBooks61's avatar
    LRBooks61
    3 years ago

    Hi Rosemary

     

    The only other suggestion I have is to save the purchase as a recurring transaction .

     

    This will save the description and when you use it you will just need to complete the invoice number date and amount

     

    Hope that solves this for you

     

    Lisa

4 Replies

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  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    3 years ago

    Hi

    In the supplier card 

     

    Go to buying Details tab

     

    You can enter a payment memo there , you can also set up an expense account associated with the supplier

     

    Hope that helps

     

    Lisa

  • parwem's avatar
    parwem
    Contributing User
    3 years ago
    Hello,
     
    Thanks for your reply.  I do use the account number in the suppliers card, but even if I enter petrol in the payment memo, it does not come up in the description of a new purchase and I have to type it in every time.  I was hoping for a solution where I did not have to keep typing in the same thing in the description.
     
    Regards
    Rosemary
     
     
     
  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    3 years ago

    Hi Rosemary

     

    The only other suggestion I have is to save the purchase as a recurring transaction .

     

    This will save the description and when you use it you will just need to complete the invoice number date and amount

     

    Hope that solves this for you

     

    Lisa

  • parwem's avatar
    parwem
    Contributing User
    3 years ago

    Hi Lisa, thank you for your help.  I will do that.  Regards

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