Vendor Address on Checks

Cristin Gaffney

I think I've figured this one out, but if I'm way off base I'm hoping someone will re-direct me...

I noticed sometimes a vendor's current address would not print on the check, but instead their older (inactive) address would appear, and recently I think I figured out that this happens when I choose to mimic an old invoice for the same vendor. In other words, when I pull up a vendor and I want to copy most of the details from a similar invoice I paid to them, say, a year ago. When I choose to copy the G/L account number, description, etc. from that old invoice, apparently BB has determined that it would also make sense to copy the address associated with that old invoice and send the payment there...

Of course, that's ridiculous. Vendors change addresses sometimes, and there's no good reason to overwrite a vendor's current address with one that is associated with an old invoice. Anyone else have any insight regarding this situation?

Thanks!

Linda Poenitzsch

Yes, we have noticed that too. We have to notify everyone when there is a change in address just in case they copy over an invoice with the previous address. It would be great if that could be fixed. 

Kate Tarpey

We have found this problem too with Payment Method when copying invoices. We have recently started paying more vendors by EFT which has basically eliminated the ability to use Copy Invoice because the payment method carries over from the old invoice. It would be nice if it was linked to the vendor record.


Thanks!

David Epner

Hi all,


Would you expect copying an invoice would always use the default payment address, payment method & bank account from the vendor record? Are there any other vendor defaults that should override what's on the invoice? 


 

Cristin Gaffney

If I was attempting to copy an older invoice to auto-fill fields for a new invoice, the only fields i would expect to "copy" would be the description and the G/L breakdown. Otherwise, I would expect terms, address, payment method, bank account info, etc. to populate from whatever the current settings are for that vendor.