Can we add employee name to choose automatic like customer & Vendor?
That has already been promised as a future addition by the developer.
1 Like
I suspect the solution is
- if you are interacting with your employee as a customer, then you need to add them as a customer.
- Similarly if you are interacting with an employee as a supplier, you need to add them as a supplier.
- you can then select the employee (in their role) for a receipt or payment
The reason for this approach is it enables Manager to correctly record sales & purchases in the tax summary report.
Adding various roles to each contact could be improved in Manager.
An alternative approach is to add an employee option to payments tab which only allows payment of payroll so disables tax codes. In my opinion that approach does not handle the range of interactions well or generalise to other contact types.
In my opinion, rather than add “Employee” to the payee/payer drop down list just for paying payslip obligations, a better enhancement would be:
For a receipt or payment consisting of line items only to one entity in a subsidiary ledger then that entity should be shown as the payee / payer.
This entity could be:
- employee
- supplier
- customer
The advantage being the user only enters data once and it supports a fairly general use case.
Yes this is good Idea