Bianca Maclaughlin
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Hi Zunaid,
Support were unable to figure out why the default date settings hadn’t pulled through correctly in that instance with the supplier; but they did tell me to go to the supplier, change the drop down due date choice and save. Then go back in and change it back to the correct due date selection and save again to prompt it to filter through.
I had to change the date manually on that particular supplier invoice but by re-selecting the supplier drop down it will default correctly going forward, which it has been. Haven’t had the problem since that one so maybe it was just a one time glitche.
Regards,
Bianca
Thanks Zunaid.
Unfortunately that doesn’t work and I’m not in a training company either.
I’ll have to take it up with support. No idea why it isn’t defaulting correctly.
Bianca
We have unfortunately, and its still happening.
If I remember correctly they were saying it was the middle man between the bank and them but nothing was rectified and there wasn’t anyone taking responsibility.
Seems no one has any answers. Causes a bit of mayhem with our account as I’m sure you can imagine.
Just thought maybe you knew who could actually help with this 🙁
Thanks anyway.
Bianca
Hi Zunaid,
Thanks for your help, that did the trick!
Who would have thought 🙂
Bianca
Hi Zunaid,
I followed the instructions from the item adjustments file help and the example. I’m not sure why my spreadsheet doesn’t look like yours though. I created 3 columns, each separate to each other and then saved as csv delimited. The instructions say – ” Please make sure each column in your spreadsheet represents a single field (for example “Item Code”), and that each row represents a single record.” – All my stock items are currently in separate columns like this; or have I misunderstood?
In your excel it looks like everything has merged into 1 column? Did yours start off as 3 separate columns and then do that when you saved it as csv delimited? If so, mine doesn’t do that when I save it as csv. Not sure what step I’m missing.
What version of excel are you using? Maybe it has to do with that.
Bianca
I’ve attached a screenshot below.
The red circled part is what I don’t want to see for when I’m writing about a job. I want what I’m writing to flow all the way to the right of the invoice.
I want to be able to explain first what we did at the job etc before adding any line items.
Basically, what I’m looking for is a space at the top of the invoice to write my story first and then add the items below.
Is this possible?
Regards,
Bianca
Great, thank you!
When I move everything over to Sage though, I need to start the invoices at a specific number from where our old system left off. How can I do this now if I’ve just created a dummy invoice with a 00001?
Regards,
Bianca
Thanks Zunaid, but that compresses the paragraph just on the left and I want it to go across the page without any price columns etc.
I want to add a description first and then the line items will follow underneath with their prices as usual.
Any ideas on how I can do that?
Thanks.
Bianca
That’ll do 🙂
Thank you.
