Forcing text line additions to bookings to set a valid Sales Account Code

If you require users to set a valid sales account code when adding text lines to a booking, there is now a Refs entry to force this behaviour

(When logged in as an admin user) Go to System Administration -> Refs and search for Sub Group contains Force :

Ensure this entry is set to 'yes' (or that the checkbox when editing is ticked).

Remember that any changes to Refs entries do not take effect until you next log in !

You can set the specific sales account codes that you wish the user to select from, by going to the Accounts -> Sales -> Sales Account Codes :

Note the column labelled 'Text Line Selection'

You can set, or unset, lines by selecting them in the list and using the Special menu option : Set Selected For Text Lines :

Once you have set the account codes that you wish the users to choose from for text line entries, then when they next are adding a text line to a booking :

Then when they exit the text field, they will be shown a list of your tagged sales account codes from which to choose the one appropriate for their entry :