Entering A/R Invoices

Ashley Snow

Ran into an issue this morning where we weren't able to save an A/R invoice after entering info. We chatted with support and they said there was an update to allow customers to change the Bill to and Ship to items. Now we have to select those fields every time we enter an invoice. Before this change they automatically populated. Is there a way to have a setting where you can customize it specific to your organization? Where can we select it to always pull the vendor info or something along those lines?

We do enter quite a lot of invoices, so adding the extra two steps of selecting these fields just lowers our efficiency of entering invoices.

Crystal Bruce

Hi @Ashley Snow I am checking with my team on this!

Crystal Bruce

Hi @Ashley Snow I did check with my team on this and they let me know that there is not an available option to set a default. That said, they suggested sharing your idea in the Ideas Bank, where it can be reviewed by the Product Team and supported by others through voting. Your feedback truly helps influence future improvements, so it’s always valuable to share there. Thanks!