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Feature Requests Incident #18174
This was raised again under the kickstart project as:
This is good feedback. I'm going to confirm this as a feature request for consideration by the development team.
Yes, you are correct, but most users don't realize this, and I often forget to remind them that they have to click on the accounts tab, and enter another account. Otherise, the entry will go to prepaids, and stay there forever, which is not what they expect. They assume that all they have to do is enter an amount, and apply it to an invoice. If they do that, without clicking on the account tab, and clicking on "alternate prepaid". Everyone that I have spoken to is confused by this. What does it have to do with prepaids? "Prepaid" means that you are paying for something in advance, usually from your bank account.
If I understand your point correctly, the objection primarily has to do with the user interface experience. Is that correct? Because the "Accounting" tab on that screen does support entering any account in the chart of accounts. So it's completely flexible, in that respect.
To the point about the "Applications" tab I just ran a quick test and I do see information posting there. Follow these steps and you'll see what I mean (use currency of choice):
1. Create an AP credit memo for $250
I forgot to specify that this is for AP misc credit memos.
The default behaviour of entering a misc credit note is to post a credit to the prepaid account. This is not correct unless it is removed from there at some point, but it stays there, even after the credit note is applied. What the users want to do is debit accounts payable, which it does, and specify a misc distribution account for the credit - same behaviour as entering the voucher. What they have to do now, is click on the account tab, and and click on alternate prepaid account, and specify the GL account to credit. This is not intuitive for any user I have ever trained, and I keep forgetting that this is what has to be done. Users assume that it will automatically credit the GL account of the voucher as soon as it is applied which doesn't happen. So there are tons of users out there with amounts floating in the prepaid accounts which shouldn't be there. Also, the applications tab doesn't seem to work. I have never seen any vouchers or debit notes in that tab - so what is the purpose of the applications tab, since it doesn't seem to work.
Steps to Reproduce:
|Incident||18099||*misc credit in a/p only accepts expenses||Related to||x|
|Project||XTUPLEAPPS||Ported From Mantis||x|
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|08/01/12 15:04||fblauer||New||Incident Added|
|08/01/12 15:28||ptyler||Summary Updated: "*Misc credit memo default behaviour" -> "*Misc AP credit memo default behaviour"|
|08/01/12 15:28||ptyler||Description Updated: "The default behaviou..." -> "The default behaviou..."|
|08/01/12 15:28||ptyler||Status||Status Changed: New -> Confirmed|
|08/01/12 15:28||ptyler||Category Changed: Support -> Features|
|08/01/12 15:28||ptyler||Found In: -> 3.8.4|
|08/01/12 15:29||ptyler||Status||Status Changed: Confirmed -> New|
|08/01/12 15:29||ptyler||Category Changed: Features -> Support|
|08/01/12 16:54||ptyler||Status||Status Changed: New -> Assigned|
|08/01/12 16:54||ptyler||Assigned||Assigned to: "" -> "ptyler"|
|08/02/12 12:04||ptyler||Status||Status Changed: Assigned -> Confirmed|
|08/02/12 12:04||ptyler||Assigned||Assigned to: "ptyler" -> ""|
|08/02/12 12:04||ptyler||Category Changed: Support -> Features|
|04/23/13 10:15||dcsint||Characteristic Kickstart Added: "True"|
|06/28/13 16:05||ned||Summary Updated: "*Misc AP credit memo default behaviour" -> "Reverse Behavior on Miscellaneous AP Credit Memo"|
|07/01/13 15:19||jrogelstad||Characteristic Time Estimate Added: "1"|
|03/13/15 08:32||gmoskowitz||Severity||Severity Changed: -> Normal|
|03/13/15 08:32||gmoskowitz||Priority||Priority Changed: -> Normal|