default allocation for customers & suppliers

Hi rodgrant,

 

Thank you for your post and welcome to the Community Forum. 

 

You can set a default expense code for a supplier by opening that supplier from all contacts menus. Within the supplier contact, the default expense account can be selected from the expense account field dropdown. When creating a bill that selects that supplier, the selected default expense account does not pull through from the supplier as expected. Instead, the expense account field on the bill will be blank when a new line is added to the bill.

 

 

 

 

I hope this helps. If you need further assistance with this, please feel free to post again. We are happy to assist you further. 

 

If my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

 

Thanks, 

Cel

 

Hi rodgrant,

 

We just want to check back with you regarding your concern. Do you still need help with this.? Let us know if you need further assistance with this. We are happy to assist you further. 

 

Thanks, 

Cel