Is there a way of referencing a Purchase Invoice to a client's account so that I can track total amounts of purchased goods against one particular job? A Job Reference number, for example - or a delivery address?
Hello Otto,
Sorry no, Solar Accounts does not include features for tracking separate jobs. The closest thing would be to include a job reference in the Journal Memo field.
Regards,
Thanks Mark.
Is it possible to do a search of Journal Memo to bring them together later?
Is this something that could be considered for future upgrades? Quite often I am selling one Oojit to a client which is made of various Widgets – this would help to track the clients job costs.
Regards, Otto.
Hi Otto,
You cannot search the Journal Memo field in Solar Accounts, but you can export the transactions to a spreadsheet and use Excel to search for files (I know this is a painful process - we'll look at improving this in future).
A number of users have requested a 'Jobs' feature, so it may be something we add to Solar Accounts. I'll record your email to be notified in case this happens.
Regards,
Hi Otto,
The latest version of Solar Accounts allows you to search by Journal Memo. You can upgrade here:
http://www.solaraccounts.co.uk/download.php
Cheers,