Vendor Default GL Account
It would be helpful if the vendor's default GL account can be automatically populated as the GL expense account when creating a new voucher.
David Weisz
shared this idea
Released 6/21/2024:
Vouchers: Updated the voucher creation process to use the Default Account that is set on a vendor record.
-
Michele McKinney
commented
This was my support request response:
"I appreciate your patience while I investigated this matter. I have discussed this with my team, and they have informed me that the default GL account on a new vendor is provided for informational purposes only. I apologize for any inconvenience this may have caused." -
Michele McKinney
commented
I 100% agree, there is no need for the second vendor screen if what you are entering there doesn't apply when paying vouchers. My main concern is sometimes we want to charge something to a different GL than normal for a project or something specific that I wouldn't necessarily use. If I can add it and then have it populate when it's time to process the payment, that is what I expected to happen. It should populate and then allow you to override if needed.
-
Susan Lotreck
commented
Our current work around is to "copy" voucher (if it is available and doesn't require having to delete rows of account lines not needed for current voucher). We would much prefer to have a default GL account populate with option to toggle to a different account if needed.