Bank Feeds: Selecting new card for Receive Money to go to customer

[Geoff_Colwill]

Hi Team

When I go to the Bank Feeds window and click on new/receive money to log the deposit,

when I select new card it defaults to supplier/company

Please build in a default to customer if a receive money

and build in some intelligence based on last input as to whether this company usually has inidividuals as customers rather than companies/

Thanks Geoffrey

Does anyone else agree - if so please vote so that we get heard - thanks

"Bank Feeds/New/Receive money/New card/defaults to supplier/company when obviously customer!"

[Steven_M]

Hi @Geoff_Colwill

Thank you for your feedback in regards to AccountRight and the adding of a card to a Receive Money transaction.

I've marked your  idea as Already in Product as I think in a way its included already. However it does depend on the process that you are using. If you select Supplier card and then select new the Card Information window will default to be a Supplier Card. Whereas if you don't select a card or enter in information and select new it will create a Customer Card.

Let me know if you are finding the same thing and the program is doing what you are after.

[Geoff_Colwill]

Hi Steven

From my perspective it is not already in the product and it is complex to explain more clearly in a post

Please call me so that I can elaborate further. You will have my phone number from the CC list

Thanks G

[Emile]

Hi @Geoff_Colwill

Thanks for taking the time to speak to me. As discussed, I was unable to replicate the behaviour as described in an offline and online file. I don't doubt you are getting a supplier instead of a customer coming up.

I would like to investigate further before escalating by taking a look at your file on my system. Having evidence of the behaviour will make it easier to escalate.

I will send you a separate email with details to submit the file.

Kind Regards,

Emile