Batch bills defaults

Question asked by CBV Accounts 5 years ago

When using the Batch Bills import process the Purchase Invoice Summary field on the generated purchase invoice defaults to the words 'Batch processed', but I'd like it to contain the description entered onn the batch process line. Is this possible? Also the default Invoice theme generated is 'Standard' but I'd like it to default to our own company theme - is this possible? Finally is it possible for the VAT rate to default to 'No VAt' because generally we don't record VAT separately on the items we purchase.

4 Replies

Christine,

Unfortunately we in Support are not CSS designers (which is why the Advanced editor is not supported), thus I'm afraid I cannot really help with this.

I apologise for any inconvenience this may cause you.

I had a quick chat with a member of our Development Team regarding what you want to achieve and he thinks it would be very difficult and perhaps not even possible using the current advanced editor.

I would suggest that if this functionality would be useful to you that you raise it as an idea in the Ideas section of the community. That way other users can vote on the idea and if it receives further support it will be seen as a higher priority in the eyes of our Development Team.

All the best,

Hi Christine,

The description entered on the Description line in the batch import screen goes to the Item details line of the bill. The summary field takes it's input from the Summary box at the bottom of the Edit bill screen (just click Edit when you are viewing the bill).

While it is possible to edit both of these fields manually, unfortunately it is not possible to change where these fields draw their information from if your theme was created using the basic template editor. It may be possible using the advanced editor, but please be aware that this functionality is not supported.

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Newly created bills should pick up the default theme selected when they are created. You can set a theme as default from the Themes screen (Settings > Themes > All) by clicking Set as default in that theme's menu.

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Unfortunately the VAT rate must be set manually each time.

Thank you for your reply Richard. I have made the change for the default invoice theme, so that should now be ok when the batch process generates the bills. Regarding the item description and the summary I already knew where they come from when manualy entered, but when batch processed we really need the summary to be the description, so that it can be seen on the invoice list screen when viewing paid or unpaid invoices. If there is more than one line in an invoice when an invoice is manually entered we would put a shortened version of all the invoice lines into the summary but this is such an unusual event that when its being batch processed it is fine to use the description as the summary. Is there a member of clearbooks staff that can make the change I need using the advanced editor please? Thank you.

Christine,

Unfortunately we in Support are not CSS designers (which is why the Advanced editor is not supported), thus I'm afraid I cannot really help with this.

I apologise for any inconvenience this may cause you.

I had a quick chat with a member of our Development Team regarding what you want to achieve and he thinks it would be very difficult and perhaps not even possible using the current advanced editor.

I would suggest that if this functionality would be useful to you that you raise it as an idea in the Ideas section of the community. That way other users can vote on the idea and if it receives further support it will be seen as a higher priority in the eyes of our Development Team.

All the best,

Ok. I'm not happy with that answer, but I guess I have to accept it. Thanks anyway.

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