Each time I key an invoice in AR, when I key the initial description, it doesn't automatically carry over into the details window (where you then choose a GL code and key in the amount) - yet in AP it does? Where do I go to change this feature/option? I've tried looking in Edit Templates, but I'm not sure if this is where I change it.... Its so frustrating as I end up either rekeying or copy and pasting....

Under File -> User Preferences -> check Remember Batch Entry Fields.

Awesome - thanks Don - I'll go in and make sure that is checked off!

Hi Don - that didn't work....I have that Remember Batch Entry Fields checked off in user preferences - and when I tried a test entry - it didn't carry over the description info. in the entry and i key in "test" then I go into the "New Invoice Detail" to key in the GL code and amount - the Description field is blank and doesn't automatically carry over the description that I had just keyed in the main entry page.

Hi, Orianne,

Per the help, 'Remember batch entry fields' remembers the Customer code, Document type, Date, Reference and Description fields from the invoice header for the next invoice. If you also enable the 'Include Invoice #' option, it will remember the Document code also.

It's true that AP and AR don't respond exactly the same. In Receivables, the Account Description of the Account-Department entered will automatically populate the invoice detail description. Similarly, the Distribution code description of te distribution code selected will automatically populate the invoice detail description. Both may be typed over with something else.

If, however, you type the detail description first and then enter an Account-department code, the Account description will not overwrite the detail description you entered. And, you'll find that the detail description you entered is carried across to the next detail for that particular invoice only.

Yes - I see that feature being used in my module - however, this still entails that I manually key in a Description in the Invoice Detail Description, whereas, I was hoping that there was a way to simply have the New Invoice Description automatically carry over to the New Invoice Detail Description. I guess this is not an option in AR?

Also - is there a way to have my cursor automatically 'skip' over the Distribution Code field? I am able to skip the Tax Base, Tax Rate and Tax Code - but I couldn't seem to find Distribution on the list in Edit templates.

Hi Orianne,

At the current time, there is no setting to copy the header invoice description to the detail distribution. Copy/Paste is the way to go for now. I can enter a suggestion for you, though I cannot promise if nor when it could be implemented. It could only take effect if a customer does not have a default distribution code assigned to it.
----
For the entry templates within Receivables, the available fields to visit or skip are based on the header area and not the distributions. The other tax fields you mentioned are just inactive when distribution codes are not in use, rather than being disabled in the entry template.
----
I presume that you want to enter GL accounts directly and not use Distribution codes. How many do you add to a typical invoice? One, or many? Just determining if there are other shortcuts available to get your invoice entry done faster.

If you find that you are entering the same 'set' of GL accounts to invoices on a frequent basis, then you can define this grouping of GL accounts as a 'Distribution set' (with defaulted descriptions and/or amounts if desired) to quickly add many details at a time.

Hi Orianne,

What are you trying to accomplish with all this typing?