Re: drop down lists.

[John Locke <..hidden..>]

Hmm. I wonder if you can use recurring transactions -- I'm about to do
something similar, only I have a few repeating transactions with amounts
that change.

What I'm seeing is that when I process recurring AP transactions, they
go into Transaction Approval, where I can open them individually and
edit/save. And then when the changes are done, I can approve/post them.

Possible option for your workflow?

Cheers,
John Locke
http://www.freelock.com


On 12/28/2011 09:11 AM, Alvin Starr wrote:
> Life would be easier if we could use the recurring transactions but we
> change the comments each month.
>
> The dropdown is a nice way to have a simple sorted list that we use to
> pick the next customer to work on.
>
> The process is.
> 1) go into AR transactions.
> 2) pull up the next customer.
> 3) alter the invoice as required.
> 4) create as new.
>
> It is not elegant but it does work.
> We have a number of customers who have multi-page invoices and creating
> a new one each month would be a pain.
>
>
> On 12/28/2011 11:59 AM, Robert James Clay wrote:
>> On Wed, 2011-12-28 at 09:01 -0500, Alvin Starr wrote:\
>>
>>> It turns out that she uses the drop down list to walk thorough the
>>> customer list once a month.
>>    Surely there's another way to do that?  (I'm not yet familiar enough
>> with it to know for sure...)
>>
>>
>>
>> Jame
>>
>>
>>
>>
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