In the Setup of Progress Billing (3-7), it would be nice if the Subaccount would automatically default the Department Code from 3-5. Instead, each time you bill, you have to look in the Job to identify the Department Code and then go back and key it in.

Comments

  • I agree, sometimes the info partially pulls from 3-5 into 3-7 set up. It should be there automatically.

  • It is there, when you do the setup in the progress bill you can pick the department. Save it, it will be there for the next progress bill.

  • If the Subaccount were added as a column in 3-7 rather than in Setup, lines could be assigned Account/Subaccount as needed. They would also transfer onto each subsequent progress billing, and prevent double entry. - Just my 2 cents....