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by: Rich G. | over a year ago | Accounts Payable
Votes
5
When you enter an item into an invoice it should pull up the price, cost code and account. You should also be able to search for the item in part # without having to open the list
by: Rich G. | over a year ago | Accounts Payable
Comments
Research the wildcard (*+F4) function. You can search anything in the description from the part number column, provided the table has a part number column. In addition, in the 9-2 screen you can actually enter amounts in "billing amount" and "cost code", and they will actually show up on an invoice.
The only thing missing from you suggestion is the account default. This cannot be entered in the 9-2 screen, but in my opinion it isn't necessary. Usually when entering an invoice, all the parts go to the same income account. It's just an extra second to select a column and type the necessary account number. It also ensures that you are billing to the right department. Eg. our company has commercial, service, residential, and security departments. Each part could be used in any department, so it doesn't make sense to have defaults for the account number, as this is the case with most companies.