Enhancement Request: Auto-populate Supplier Default Expense Account when creating Spend Money transactions from In Tray
I would like to suggest a possible enhancement to MYOB AccountRight regarding the In Tray document processing workflow.
Current Behaviour
When a supplier invoice or receipt is received via In Tray/OCR document capture and a user chooses Create Spend Money, the transaction does not automatically populate the expense account assigned to that supplier in the Supplier Card's Buying Details.
As a result, users must manually select the expense account each time, even when:
- the supplier has been correctly identified,
- a supplier card already exists,
- a default expense account has been assigned within the supplier card, and
- the supplier is routinely coded to the same account.
The issue is most noticeable when using In Tray as the source document repository, as users want to:
- retain the OCR receipt attachment,
- create the accounting transaction directly from the In Tray document, and
- rely on supplier defaults to streamline processing.
Suggested Enhancement
When creating a Spend Money transaction from an In Tray document:
- Automatically populate the allocation account using the supplier's default expense account from Buying Details; or
- Provide an optional preference setting:
"Use supplier default expense account when creating Spend Money transactions from In Tray documents."
Users should still be able to override the account if required.
Benefits
- Reduced data entry.
- Faster processing of supplier receipts.
- Improved coding consistency.
- Reduced risk of account allocation errors.
- Better usability of the In Tray and OCR functionality.
Thank you for considering this enhancement.
Kind regards,
Jonathan
AO Palm Beach Share & Care
