Skip to Main Content
Status New idea
Workspace Reckon One
Categories Accounting
Created by Guest
Created on May 2, 2022

Need to be able to specify default Item type as Service or Product in Settings.

The item type defaults to 'Product'. We only sell 'Services'. We continually ste-up many Items reflecting bespoke Tasks to be billed to clients on a project-by-project basis. We need a setting that allows the default item type to be a Service. The setting should also dictate the default Item type when subsequently relating Items to Projects.

  • Attach files