Re: [SL] Has anyone done any customization to force which account is for customer invoice payments ?

[R P. <arc...@mt...>]

Hey Michael !

Yeah.  I previously used this account ID "trick" to help detect when people 
forgot to select the correct chart account for AP and AR transactions (as 
opposed to AR invoice payments). People would forget to select the account 
and it would default to the lowest account id. The problem is, that account 
is actually used and it makes the error hard to find.

I can't remember who 1st suggested it on this list, but  I created an account 
called "PUT ME SOMEWHERE"  with an account ID of 0001, which i then 
configured to show up in all required drop down lists. This way, if any 
amount shows up in that "put me somewhere" account I know that something was 
entered wrong and can easily find it.

Cheers,
Roy

On Friday 18 January 2008, Michael Hasse wrote:
> The drop-down defaults to the first entry and is sorted by account  
> ID.  If you change the account ID of the account which should be  
> default to be lower than the others then it will always be selected  
> automatically.  (Of course if you need different defaults for  
> different areas then this little trick won't help.)
> 
> 
> Thanks,
> 
> Michael
> 
> 
> On Jan 17, 2008, at 7:59 AM, R Pennington wrote:
> 
> > Morning all !
> >
> > It can be a pain when someone enters a payment and selects the  
> > wrong account for the payment
> > Due to the occasional data entry error,  I have always thought it  
> > would be nice to be to have a drop down box for the payment source  
> > and have that autoselect/force which account the payment uses.
> >
> > Examples:
> > Visa --> Visa Holding Account
> > Mastercard  ->  Mastercard Holding Account
> > Cash  ---> Cash Drawer
> > Cheque --> Undeposited Funds
> >
> >
> > I assume it would be fairly easy to hard code  but having it  
> > configurable in the defaults would be nice.
> >
> > Anyone done anything like this ?