Forum Discussion

JRW's avatar
JRW
Experienced Cover User
2 years ago

Need to be able to select a default form to be used when Send To Disk in Purchases or Bills

Have been able to set a default form for printing and emailing Purchases and Bills but can't find an option for setting a default form to use when Sending to Disk which we do very regularly.

 

A work-around has been suggested (ie. to switch on the ''Automatically Save to Disk when They are Recorded'' in Preferences) however this won't work for us as we want to Send to Disk not at the point the Purchase or Bill has been intially recorded, but later after a payment has been applied to it.

 

Surely this can't be a difficult fix - to allow a default form to be selected here.  Even if you just default to the last used form for that action?  This would make our efficiencies improve immensely saving us many mouse clicks!!  Is this on the agenda anywhere MYOB?

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    2 years ago

    Hi jrw 

     

    Thanks for your post. 

     

    Using the 'Send to Disk' option doesn't have a default form, using this option it would always ask you to select a form to generate the invoice file with. Since selecting a default from for Send to Disk option is not yet available, your ideas and feedback are greatly appreciated. I encourage you to please take a moment to post on the AccountRight Ideas Exchange board  for consideration. 

     

    Best regards,

    Doreen