Start a new topic

Required fields on customer set up

Is there a way to make certain fields required when setting up a project?  Specifically, the tax rate must be entered.  I cleaned up all of our tax rate issues with the tools you provided but if an employee neglects to input a tax rate when setting up a client, the invoices don't get populated.  I just sent out an invoice without sales tax again.  I should have noticed the amount was $0 in the tax line but sometimes things get crazy and I miss it.  If inputting a tax rate was required these types of errors wouldn't happen.

1 Comment

Hi Cheryl,

That's a good idea- I'll put that on the list to be done. Shouldn't be too long. 



Login or Signup to post a comment