You’re offline. This is a read only version of the page.
Hi all,
I've been testing default description module but I was not able to set up in the way I wanted to. My example is to post collections and payments through general journals, where I settle the invoices.
For example, I want to settle a collection from a customer and automatically description field is filled with "Collection + Customer X + Invoice X", instead of typing it every time. I dont know whether this is possible or not.
I already know payment ledgers, where automatic description works properly but in our case we need to use as well general ledgers with some banks.
Thanks in advance!
Hello DavidSC,
Please have a look at this video.
It focuses on vendors but things should work similarly for customers if you make use of a customer payment journal instead of a GL journal.
If you want to have this description inheritance for customer payments that you record in GL journals then you will need to make a system modification.
Best regards,
Ludwig
Share
Report
All responses (
Answers (
456
