This already exists in AP Invoice Review, and should exist in Expense Items, 99% of our Expenses are in one company. I checked in our Portal Settings and didn't see an option to set this there. We can set the Default Earn code there, but not company.
Jon Glenn
| Company | CW Matthews Contracting |
| Job Title / Role | IT Manager |
| I need it... | 1 month |
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In Vista, you can set a "Fixed Value" default. So, you could set a Fixed Value of whatever you wanted as Jon describes. Great suggestion. We need this now. Our Superintendents don't understand why they have to insert this when there only one choice. When they forget to put the JCCo in, you are (of course) unable to see a list of jobs to choose from. This confuses them. If JCCo were defaulted, they wouldn't have that problem.
I would think there could be a setting where we could make a choice. Basically, in the same area as the "Default Earn Code" option that can be set in Portal Settings. How is AP Invoicing set? We don't have an option to set a default, yet company 1 auto populates.
The select 1st if only one exists makes a lot of sense, but what if there is more than one option. How would you like to see it defaulted?
Great Suggestion. This will save me hundreds of CLICKS a month.
Side note -- I also put in only company 1 in "Enabled EMCo's for Expense Input", "Enabled GLCo's for Expense Input" and "Enabled JCCo's for Expense Input" and it still didn't auto populate company 1.