Just upgraded from Pro 2016 to Premier 2019 and have run into an annoying issue- the new "feature" to show all credits pertaining to a certain customer no matter what job you're receiving payments into.
The way our company file is set-up is that we only have a few customers, but MANY jobs. In Pro 2016 (and previously on '12 and '08), when I went to receive a payment for a job, it would only show available credits for THAT JOB, now it's showing all credits for that CUSTOMER (which can be dozens). Obviously this is making my job much harder- please tell me I can turn this "feature" off somehow??? Thanks!
Solved! Go to Solution.
Thanks for the quick reply. I'll have to live with it, I guess. I did notice that it will list any credits for the current job at the top of the list, which makes it easier, but it auto-applies to the oldest credit with an exact dollar-amount match, regardless of job, which means a lot of wasted time deselecting the wrong credit, and then selecting the correct one.
Oh well, glad it's helpful for others. If this is the worst thing I have to deal with concerning the upgrade, I'll be OK. Thanks again!
auto apply customer credits can be turned off or on in menu edit.preferences
I keep both a/r and a/p auto apply turned off, QB rarely makes the correct decision IMO