Forum Discussion

Contributing Cover User

5 years ago

Job coding

When entering a new suppier invoice or new sale, I sometimes to create a new job code at that time. However these new job codes will not be available for selection until you leave the purchase/sale ...

Emily_B
5 years ago
Hello kcb001

I do apologise you're experiencing frustrations with this process. To test, I have created a new Sales Invoice and created a new Job to add to that invoice within the same screen. I was able to successfully create the job, save it, and apply it to the invoice without needing to navigate away ('New Job.docx' attachment below). I did the same for a supplier invoice without issue. Note that this was done in the most recent version of AccountRight: 2020.2. Are you using the most updated version? I would also suggest you clear your AccountRight cache, as this can sometimes clear up odd behaivours the software is experiencing. That said, please do let me know if I have misunderstood your query and I would be happy to look into this further.
New Job.docx217 KB

Emily_B

Former Staff

Hello kcb001

I do apologise you're experiencing frustrations with this process. To test, I have created a new Sales Invoice and created a new Job to add to that invoice within the same screen. I was able to successfully create the job, save it, and apply it to the invoice without needing to navigate away ('New Job.docx' attachment below). I did the same for a supplier invoice without issue. Note that this was done in the most recent version of AccountRight: 2020.2. Are you using the most updated version? I would also suggest you clear your AccountRight cache, as this can sometimes clear up odd behaivours the software is experiencing. That said, please do let me know if I have misunderstood your query and I would be happy to look into this further.

New Job.docx217 KB