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Status Already exists
Categories Desktop & Hosted
Created by Guest
Created on Oct 29, 2020

Add a radio button to copy a particular bill, especially those recurring ones from suppliers

We have a number of suppliers where they issue a various bills that are identical from month to month, such as for hire of equipment. Entering these bills is not easy when using the fill from last bill function, as each month we get a bill for one item and then another bill for another item. Invariably, it's the wrong bill that is auto-filled. If there was a Copy Bill radio button then you could open the appropriate bill from another month, copy it and update the date and number, check the details and save. It would work a lot like copy last sheet in the weekly timesheets screen.

  • ADMIN RESPONSE
    Oct 29, 2020

    Hi Judy. This functionality already exists albeit via memorised transactions. Simply memorise the bill, give it a name, and set as Don't remind me.

    If it's a one-off copy, simply delete the memorised transaction as soon as you create a duplicate.

    Hint

    You can create a memorised transaction quickly by right-clicking the bill, and selecting Memorise bill.

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