Forum Message

Allocating an account to a supplier

Hi

New to all this so please forgive daft questions! I've just downloaded and am trying prior to purchasing. I am starting to put last year's accounts on (previously on spreadsheet). Is there a way of allocating an account to a supplier - for example, if my supplier is Shell Service Station, then the expenditure account is always "Fuel". Also, is it possible for the expenditure window to remain open after saving?

Thanks


Posted by Carolyn Mitchell on Jun 11, 2012 9:22 PM BST

Hi Carolyn,

Solar Accounts will automatically remember the previous account you used for a supplier. So if you create a Money Paid Out transaction for 'Shell Service Station' allocated to Fuel, the next time you use this supplier the account will automatically be set to 'Fuel'.

Unfortunately you cannot keep the Money Paid Out window open when you save the transaction. A quick way to re-open the window is to press Ctrl + O (on Windows) or Command + O (on Mac).

Regards,


Posted by Mark McLaren (Solar Accounts) on Jun 12, 2012 8:59 AM BST

Thanks Mark! Liking the feel and look of this.


Posted by Carolyn Mitchell on Jun 13, 2012 8:28 AM BST