Forum Message

Default Job/Department

Just discovered this function on Set-up. How does it work?


Posted by Jack on Nov 30, 2011 2:57 PM GMT

Just found the little wheel thingy for Job/dept association. Is this a new function?


Posted by Jack on Nov 30, 2011 3:04 PM GMT

HI Jack,

Yes we just released the job/department feature - see this page for details:
http://www.solaraccounts.co.uk/new_features.php

Regards,


Posted by Mark McLaren (Solar Accounts) on Nov 30, 2011 3:08 PM GMT

Hi Mark,

The job/department option will be very useful.

Just one question. When a particular job/dept is set as default does one have to select the job each time a transaction is entered or does this select the default dept/job automatically?


Posted by Jack on Nov 30, 2011 4:19 PM GMT

Hi Jack,

Yes, if you set a job/department as a default then new transactions will automatically be associated with it. The name of the job or department is shown at the top of the transaction window in parentheses - eg: "New Invoice (Site X)"

The one exception is when you right-click on an invoice and select 'Receive Payment'. In this case the payment transaction will be associated with the same job/department as the invoice.

Regards,


Posted by Mark McLaren (Solar Accounts) on Dec 1, 2011 7:54 AM GMT