SBA accounting - fix the default selction templates!!!!!!


Matt Katzer

You need to have a better way to define which tempalte you want to use. the
current model is just brain dead. Change modify tempalte with a select
default radio button for each template category - simple to change.

That way you can define your own and knwo which one hte system wants to use
and change it on the fly


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Hi Matt,

Thank you for contributing to the future of Office Accounting. I'm sitting
with a feeling that the current solution for selecting templates is not very
discoverable. It looks to me like your suggestion is already covered in the
existing implementation.

View this demo that explains how to modify entry forms and save your
modified forms as templates you can easily select from the toolbar.

The demo illustrated modification of the customer record form but you can
modify almost all documents (invoice, purchase order, quotes etc. the same

Hope this helps you get more value out of Office Accounting


DSC, Partner, Central Cal

Dumping all clients from accounting 2007/2008 a serious look at Dynamics POS
only problem is they need new merchant accounts....The wows of Microsoft
Accountings Team experience! Was told Dynamics POS does offer 15 custom data
fields to manipulate in or out thou traditional products IE Excel…..

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