Just discovered this function on Set-up. How does it work?
Just found the little wheel thingy for Job/dept association. Is this a new function?
HI Jack,
Yes we just released the job/department feature - see this page for details:
http://www.solaraccounts.co.uk/new_features.php
Regards,
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?
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,