I like that when I choose a supplier when tagging an invoice, some fields are filled in for me automatically, particularly the category. It could be better though. For instance, I have some US supplier, which are always tagged as currency USD, No VAT, but when I choose them, the form actively switches to GBP and 20% VAT. I’d like to see the following fields correctly remembered from the last time that supplier was used:
Currency
VAT rate
Category (already works)
Project tags
Payment information (some suppliers are always immediately paid in full from a specific account)
It would make tagging receipts much quicker. Really, Supplier should be moved to the top to encourage users to choose it first and get their defaults filled in immediately.
Ah yes. So it seems the problem is that the defaults aren’t set correctly when you create a new supplier from the Tagging page
I’d still like to see automatic filling of Payment information - i.e. whether it has been paid in full and from which account. That would save a lot of time when tagging receipts.
Thanks for this. It seems very cryptic though. Why does the nominal code need a currency? Is there any reference for the scripting language?
I’d hoped hovering over a UI item might give me its id, but I can’t find any way to get it
EDIT: Just realised I can get the id using Chrome’s Inspect function. Some scripting docs would be good though. For anyone wanting to automatically set expenses as Paid in full from Petty Cash, the script is
function paidPettyCash() {
$('#dropBankAccount').val("1230-GBP");
$("#chkPaid").attr("checked",true);
$('#trPaidFromBank').show();
}
$(".imgCreateNewPurchase").click(function() {
setTimeout(paidPettyCash, 0); // Lets it execute after the default handler
});
The 1230 comes from the “Nominal code” in account settings
It’s Javascript/Ajax, so although there is no specific Quickfile reference it should just work with any JS that fits in with the code on the site. The whole point is that you can do whatever you want that works, so there is no set scripts to use.