ACCOUNTS | Default Tax Code and Account Code option

Summary:

Implement a feature that allows users to select a default tax code and account code for invoices created outside of a job, ensuring that the most appropriate codes are pre-selected automatically.

Objective:

Enhance the invoicing process by enabling users to designate a default tax code and account code, reducing manual selection errors and streamlining invoice creation.

Proposed Features:

1. Default Code Selection:

   • Add an option in the settings to choose a default tax code and account code.

   • Ensure these defaults are pre-selected when creating a new invoice outside of a job.

2. Improved Usability:

   • Prevent the system from automatically selecting the oldest available code, which may not always be appropriate.

Benefits:

• Increased Efficiency: Streamlines the invoicing process by reducing the need for manual selection of tax and account codes.

• Error Reduction: Minimizes the risk of using incorrect codes, ensuring consistency across invoices.