Accounting Ideas

Bring up the most recent customer code

When entering a new customer code, I'd like the system to show the most recent one (i.e the highest number first)

For example for Mary Smith her code would start SMI then follow by three digits. At the moment I have to go through all the codes to find the next consecutive one to use.

So when typing a new invoice for a new customer it would be great to type SMI and the newest would be a the top SMI058 so then I'd know to choose SMI59

Also it would be great to have the option to search either by customer name or account code

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  • Nov 26 2020
  • One For The Future
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