Wouldn’t it be easier to use same text as in on sales/purchase invoice description to find the receipt/payment? I have never recorded the cheque numbers, but then my clients use purchase orders which is recorded on the sales invoice. I actually put that in the reference on the received money - but I still have to enter that manually.
What the program could do perhaps is have a conditional statement. So if purchase order number exists on sales invoice use that as the receive reference other leave blank as people like you will use the cheque number. I am not sure what else you can use for the receive reference other than client purchase order number or their cheque number. But if you have a client purchase order number, this is by far better!
With payments, it gets a bit tricky, because I don’t use the reference number for the suppliers invoice number. I prefer to create a sequential invoice number and at the moment I am putting the suppliers invoice number in the internal infromation field. I know most people prefer to use the purchase invoice ref for the suppliers invoice number, but I just find it easier to have sequential purchase invoice numbers for filing purposes. I can live with that.
Putting in cheque xys in payment of invoice abc, does not help me to find the payment/receipt as quickly as if I had laptop and projector for Client A on both the invoice description and payment/receipt description. Its much easier to find it my way, especially as the only way to match the cheque number would be to your files. Where else is the cheque number recorded in the program.
I can see your point about you doing different things with it. I wonder if its possible to set autofill in the settings in Manager so that you can autofill what you want, or enable autofill for fields a and b if you want to enable it, so that the program is versatile for different ways of using the program, because nobody does things the same way…
I am not sure how many people work the same way me and patchworkfields do, but I am sure that we are not the only ones.