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#70351 - 11/15/23 11:53 AM A/P Manual Check Data Entry
cederwall Offline
Adagio Fan

Registered: 12/04/07
Posts: 32
Loc: WA
In regular invoice entry and manual check entry, there are two fields; Description and Description 2. When entering invoices, the information entered into these fields 'stick' as you move to a new invoice. In manual check data entry, these two fields are cleared as you move to a new check. How can I set these fields in manual check mode to retain the same information from the previous manual check?

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#70352 - 11/15/23 02:17 PM Re: A/P Manual Check Data Entry [Re: cederwall]
Patricia B. Offline
Adagio Maestro

Registered: 06/26/08
Posts: 1164
Loc: Langley, BC
It is supposed to remember but it is not doing it. R&D needs to have a look at it.
You can also add a default description 1 and 2 in the Vendor record if the description is always the same.
Or, if you have a lot of entries with the same descriptions, edit the vendor from the first Invoice Entry and save the information that you want to repeat in the Vendor Accounting Tab.
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Patricia Balbuena Cotlear
AP SMART SUPPORT
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#70353 - 11/15/23 02:40 PM Re: A/P Manual Check Data Entry [Re: Patricia B.]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11557
Loc: Vancouver, BC Canada
Hello,

This is working perfectly for me.

For a Cash Invoice, if the Vendor has a vendor default, that is used. If they do not, the fields are remembered from the previous entry.

For a Payment, the default for the 1st cheque comes from the Company Profile and then is remembered for the next entry.
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Regards,
Softrak Tech Support

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#70354 - 11/15/23 02:59 PM Re: A/P Manual Check Data Entry [Re: Softrak Support]
Patricia B. Offline
Adagio Maestro

Registered: 06/26/08
Posts: 1164
Loc: Langley, BC
For cash invoices, If you edit an entry and then add a new record, it remembers. If you autoadd entries, the description comes with whatever is in the vendor record; blank or default value.
_________________________
Patricia Balbuena Cotlear
AP SMART SUPPORT
236 991 3060





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#70356 - 11/16/23 07:36 AM Re: A/P Manual Check Data Entry [Re: Patricia B.]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11557
Loc: Vancouver, BC Canada
Hello Patricia,

I can't duplicate this, with or without Auto add. I am using the Payables 9.3C (23.09.22).
_________________________
Regards,
Softrak Tech Support

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#70362 - 11/16/23 03:06 PM Re: A/P Manual Check Data Entry [Re: Softrak Support]
Patricia B. Offline
Adagio Maestro

Registered: 06/26/08
Posts: 1164
Loc: Langley, BC
Hi, I sent you a video.
_________________________
Patricia Balbuena Cotlear
AP SMART SUPPORT
236 991 3060





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#70369 - 11/17/23 07:07 AM Re: A/P Manual Check Data Entry [Re: Patricia B.]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11557
Loc: Vancouver, BC Canada
Thank you Patricia,

I see it now.

The fields are remembered from the previous entry for a new Cash Invoice entry but not for a 2nd Cash Invoice entry for the same vendor if the Vendor Description defaults are blank.
_________________________
Regards,
Softrak Tech Support

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#70433 - 12/12/23 10:39 AM Re: A/P Manual Check Data Entry [Re: Softrak Support]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11557
Loc: Vancouver, BC Canada
Hello,

This has been fixed in the Payables 9.3C (2023.11.30) Service Pack just released.
_________________________
Regards,
Softrak Tech Support

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