Hi to All hope you’re all keeping away from that nasty Covid-19
I was wondering if there’s a way to default the Payment and Receipts Accounts dropdown list according to the Type IE. Receipt or Payment
Currently when I create a Receipt the Expenses Account comes up which means I have to go past all the Expenses account until the Income account comes up very time consuming
Maybe there’s another way to do this
All help is muchly appreciated
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Yes. Use Form Defaults. See the Guide: https://www.manager.io/guides/14059.
Hi Tut,
Many thanks for the prompt reply
I tried defaulting receipts to one of our Income Account codes
That works for the first line then when you add another line the account dropdown list reverts back to the Expenses
I apologise if I’m not making sense maybe where not using Manager correctly
We’re a Clay Target club, we are only open 2 to 3 days a week
We use manager to keep track of our daily sales (income) and payments (expenses)
We Create a receipt for the Daily income and a Payment for the expenses
We have a Chart of accounts for Income, Expenses, Assets and other
Manager does everything that we need for the auditors and keeps track of our ins and outs etc. The program is marvellous
I’ll attach a couple of jpg showing a payment and receipt
It’s not a major problem just time consuming when you’re creating an invoice and it always starts from the expenses accounts list you have to scroll past all the expense accounts before you get to the income accounts
Regards
Jim
Actually, that is not what happens. On a sales invoice, the Account dropdown list begins with accounts from the Profit and Loss Statement, in the order they appear in your chart of accounts, but omitting accounts that are not allowed for sales invoices, such as Fixed assets - depreciation and others that do not make sense in the context of a sales invoice. Then it displays balance sheet accounts in the same way.
But what you wrote about and illustrated was not sales invoices, but receipts and payments. Yet they work the same way, subject to the same types of exclusions.
If expense accounts are appearing first, that is because you reordered your chart of accounts in that manner.
That is because you have moved beyond what you defined in Form Defaults. If you want to pre-select accounts for multiple lines, add them in Form Defaults.
You could try using Non-Inventory - these could be linked to the correct expense items and would be more user-friendly when entering a payment or receipt
Hi Tut,
Thank you for the explanation and the work around
Regards
Jim
Hi Tut,
Apologies but I think what I’m trying to do is not going to work unless we can split the payment and receipts
After creating a form for receipts and adding the most common lines that works great just what I was looking for as we use a maximum of 5 to six lines
Problem is when I choose to create a payment the form has the receipts account lines this creates more work as I now have to remove the Income account lines and choose the expense lines
Seems too difficult to customise so I’ll have to keep using as is
Regards
Jim
