Hello thetonto
Thank you for your post.
Can you please confirm that the default account code you are referencing is the default supplier expense code that you are referring to?
I'm seeing that a fix should have been done in the background for this issue, are you still facing it? If so can you please try logging in from another web browser or clear your browser cache and try again?
Please let me know how this goes.
Correct. It is the default code that is loaded onto the contact. Also confirm it is still not working and using an entirely different computer
Also have to enter payment due date manually - should be able to have a default for each supplier - eg end next month, in 7 days, etc.
Used to work fine in essentials
Hello thetonto
When you are creating these are you selecting to create a spend money transaction or create a bill? If the InTray document has come from a supplier, you should create a bill instead of a spend money transaction. This should bring across the default supplier account.
Chris,
I am having the same issue with creating bills - no account code coming across, and still not remembering payment terms.
Essentials was much better on so many levels than Business - it appears the developers have never used the program or understood how actaul business uses it.
Can someone get these things fixed to be better than Essentials, or do we look elsewhere?
