Create Bill - default account
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. S...
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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:
With Contact type - Supplier selected:
That wasnt exactly the issue i raised.
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.
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.
Again, this is only new, it has worked correctly up until this week.
Just testing the account selection from an In Tray Document with the supplier automatically selected it doesn't showcase the default account. In saying that, updating the supplier to another contact and then back to the original does pull through the default account - is this similar behaviour to what you are experiencing?
Yes, same error here.
Additionally, if after changing to a new supplier and then changing back you;
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).
Now it makes me go back and fill in the Account field
Ignore the 'additionally' part.
That only happens if you havent already manually swapped the supplier name.
Is there any update to report Steven?
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.
I have noticed when opening an invoice already in MYOB or creating one from the intray, ALL contacts show as 'Invalid ABN' with red exlamation mark.
If i click on the ABN check and go to the ABR site the ABN is actually valid.
Does this fault in the ABN lookup cause the above issue? I know from past issue (the fact that it doesnt check and warn if an invoice is already on the system) that the ABN lookup plays a part in loading the create bill default details.
