Geoff_Colwill's avatar
Geoff_Colwill
Experienced Cover User
11 years ago
Status:
Done

Bank Feeds: Card Type for new contact based on type of transaction

Hi Team

In the Bank Feed screen when entering a Spend Money or Receive Money and entering a new contact,

it would be good if it would default to Supplier and Customer respectively.

At the moment it appears to be random

I haven't checked out the Banking Spend Money etc?

 

Thanks

 

Geoffrey


'Bank Feed screen Receive Money new contact default to Customer and Spend Money default to Supplier"

Banking
Cards
Contacts
default
  • Steven_M's avatar
    Steven_M
    Former Staff
    8 years ago
    Status changed:
    New
    to
    Done

    Hi Everyone


    AccountRight 2016 will generate the correct default Card type based on the transaction selected in the Bank feeds window. For example Receive Money transactions will have the New Customer window whereas a Spend Money transaction will generate the New Supplier window.

  • Geoff_Colwill's avatar
    Geoff_Colwill
    Experienced Cover User
    8 years ago

    Thanks Steve and team

     

    Great to see these minor things given attention as otherwise they can be a constant irritant

     

    Love your work!:smileyhappy: