Default Account for Vendors
Default Account for Vendors set on the Contacts (Vendor) so that when I am recording a bill and I select this vendor, the Account defaults to the Account set on the Vendor details. This will reduce errors of using wrong accounts on vendor bills
Ken
shared this idea
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Jenelia Dcruz
commented
ERP Gold Software
How ERP Gold works as an inventory management software for Walmart
Why do sellers on Walmart need inventory management software?
Inventory management involves the process of ordering, handling, storing, and processing a company’s inventory. This has done because, without an effective inventory management system, the full potential of the supply chain becomes unattainable.
For more information about ERP Gold inventory management software, please click on the link below.
https://www.erp.gold/walmart-erp-integration-software/ -
Nathan Arant
commented
Generally, optimizing the speed of entering transactions would increase the competitiveness of Zoho Books against Quickbooks Desktop.
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Martin Roy
commented
Nothing on this? We really need this, also would be great to set a default tax to certain vendors, much like with customers.
Thanks -
C.Mathias
commented
I agree we need this. My company is transitioning from Quickbooks to Zoho books and despite all of the 'hype' at how Zoho is highly customizable, I find that simple things like this 'can't be done.'
In Quickbooks we can select an expense account to prefill when we enter bills for vendors. This saves time and like Ken says, will reduce errors.
Zoho - Can we make this happen??
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Rob
commented
Really surprised there is only one vote for this since 2016. Maybe Ken and I are doing something wrong. Or maybe it should be combined with another feature request somewhere. Honestly I saw 15+ pages on this search so I hope forum moderations can link as apt!!
I think my thought is very slightly different to Ken's but directly related and support this idea.During categorisation...Choose Vendor...Default Account comes up. Could be other details too but account is probably the most consistent for a Vendor. Saves time as well as accuracy as Ken sensibly suggests.