Create Bill - default account

Question

When creating a bill from an in tray document, the default sales account is usually populated. I understand this is set in the contact, something i cant modify from the new web version of MYOB.

Starting yesterday, customers who have always had this field as default are no longer showing the account so i have to select it as i create the bill.

Also ones that do still have it as default, if i add a second line to the bill (ie seperate the GST free item and GST item) then when i fill in an amount on the second line previously the account would automatically populate when i pressed 'tab' out of the amount field where as now it doesn't.

If there was a recent update to the web version can you confirm there was a change to this default account field?

invalid_again · Answer

That wasnt exactly the issue i raised.&nbsp;Contact has the correct expnese account allocated in the contact screen.When i forward a bill to intray (as of this week) the contact name, abn and invoice amount are all populated but the expense account is blank. I have to manually select the account.&nbsp;see screen shots attached. It is happening for all contacts.If in the 'create bill' screen (screen shot) i change contact name and then change it back to the correct one the expense account is populated correctly. So it is something about the process of loading the screen from intray to create bill screen that is failing.&nbsp;Again, this is only new, it has worked correctly up until this week.&nbsp;

invalid_again · Answer

Yes, same error here.&nbsp;Additionally, if after changing to a new supplier and then changing back you;&nbsp;add another line to the bill by just entering a dollar amount.Previously adding the dollar amount and tab out of that field would populate the Account field (and therefore also the tax).&nbsp;Now it makes me go back and fill in the Account field

invalid_again · Answer

Is there any update to report Steven?&nbsp;

steven_m · Answer

Hi&nbsp;invalid_again&nbsp;
&nbsp;
Apologies for the delay in getting back to you.After numerous attempts to replicate, we've raised the default expense account is not pre-populating for In Tray generated transactions with the required teams for further investigation.In addition, you also brought up the ABN Invalid situation this is something that has also been raised and more can be found on ABN invalid.

steven_m · Answer

Hi&nbsp;invalid_again&nbsp;
&nbsp;
To my knowledge, there hasn't been any change to the way that the Expense account is set up on the Create contact window for suppliers. Just testing the creating of a contact within the AccountRight browser interface you would not see the Expense account field listed on the Create contact window until you have selected the Supplier option:
With no Contact type selected:
&nbsp;
With Contact type - Supplier selected:

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Create Bill - default account

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