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#21727 - 04/09/10 07:10 AM AR Customer Tax Type / Status Default
Ryan Brohman Offline
Adagio Pro

Registered: 01/03/07
Posts: 10
Loc: Waterloo, Ontario
When creating a new customer in AR, the tax type is defaulted to 0. This seems to be the case for both AR 9 and 8.1.

In AR 8.1, the Tax Type field was on the first screen when entering a new customer. That provided a strong visual cue to the data entry person that this field needed to be changed. In AR 9, the Tax Type field is on the 6th tab (Invoicing tab), and often gets forgotten about.

This difference has been resulting in a number of clients requesting the ability to default the tax type for all new customers. In the company profile, on the Customer tab you're able to default a number of fields but I'm not seeing Tax Type there.

Is it possible to set a default Tax Type for new customers in AR 9?
_________________________
Ryan Brohman

Kitchener, ON


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#21730 - 04/09/10 07:18 AM Re: AR Customer Tax Type / Status Default [Re: Ryan Brohman]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4512
Loc: Wynnewood, PA
I second this request. I'm not very happy at all that the Tax Group and Tax Type have been moved to such an esoteric spot. I personally would rather have it default to blank and force the user to visit the field.

As a workaround, I tell my clients to set up template customers(with no name or address but with other fields filled in), and always copy a template customer when creating a new customer.

Steve

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