Sue-m812's avatar
Sue-m812
User
9 years ago
Status:
Archived

Sales: Don't recalculate Cost of Sales after update to comment

Hi, I love the fact that we can now enter notes into an invoice or bill however it is frustrating that, because we use the foreign Currency formats in our system, if I want to go back to a previous invoice or bill and add or change a note it will often not allow me too because it recalculates the entire invoice and tells me that it cannot be changed as "This purchase of item xxxxxxx would value your inventory at less than $0.00" 

 

Is there a way that re-entering a note does not have to re-enter the entire calculation of the invoice/bill. There must be a way for note transactions to be entered bypassing the calculation method used to process the entire invoice/bill.

 

If this is ever changed are you able to let me know.

 

 "Note on Invoices and Bills"

 

 

notes
Sales

6 Comments

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  • Steven_M's avatar
    Steven_M
    Former Staff
    9 years ago
    Status changed:
    New
    to
    Open

    Hi Sue-m812

     

    Thank you for your feedback in regards to AccountRight and adding information onto a transaction after recording.

    When you enter in an item invoice/purchase the cost of sales and values are calculated at that time. If you then do go back to that transaction and make a change you are causing the transaction to get recalculated and therefore if you don't have the value of stock to do that it would generate that particular error. This is as you are essentially rerecording the transaction.

    I would welcome other users that would like to see the option to enter notes on a transaction without the need of refreshing that transaction to vote and comment if required for this idea.

  • Karen251's avatar
    Karen251
    Trusted Cover User
    8 years ago

    We were using AccountEdge and when I entered creditors invoices there was a section in the lower right corner where you could add notes.  It was so handy because if there was a price difference or  a query on an invoice we could right the details in the notes section to look back on.  We really miss it and would love to see it on our invoices, there is plenty of room to put it in the lower right hand  corner.  

     

    If anyone can tell me how to put one there I would really appreciate it.

     

    Cheers
    Karen

    • Karen251's avatar
      Karen251
      Trusted Cover User
      8 years ago

      Meant to say that we are now using AccountRight (online)

  • Karen251's avatar
    Karen251
    Trusted Cover User
    8 years ago

    Can someone tell me how to put a box in the bottom of invoices so that we can write notes.  We are using AccountRight and moved from AccountEdge.  AccountEdge used to have a box for notes in the right hand lower corner of creditor invoices and it was so handy for writing stories regarding invoices i.e. price adjustments or price agreements.  I really miss it as I have get invoices from the filing cabinet to check on price variations.

    • OnshoreOils's avatar
      OnshoreOils
      Cover User
      8 years ago

      Under Setup in the top bar go to "customize forms".

      Choose invoices - select the invoice you wish to ad a "comment box" too.

      Once the invoice has opened click on button "Fields" and you get a list of choices to add to your invoice. Chose "Comment" and place the box where you want it on the invoice and save. 

       

      Now everything you write under "comments" when you create an invoice will be printed on your invoices.

       

      Cheers

       

      Randi  

  • Steven_M's avatar
    Steven_M
    Former Staff
    6 years ago
    Status changed:
    Open
    to
    Archived

    Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages