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Re: drop down lists.



Hmmm.
That could work.

On 12/28/2011 12:42 PM, John Locke wrote:
> 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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> 
> 
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