Clarification on why it is mandatory to specify the customer name or supplier name in the manual entry to ensure your reports come out accurate and organized. After the latest update, it has become important to specify the customer name when creating a manual entry on the Accounts Receivable account, or the supplier name if the entry is on the Accounts Payable account.
Previously, you could leave the name empty, and the system would record the entry under “Unspecified”. But this method was causing confusion in the reports and making the analyses less accurate.
What is the goal of this update?
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Organizing entries more clearly.
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Improving the quality and accuracy of financial reports.
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Facilitating the tracking of operations for each customer or supplier.
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Reducing errors resulting from recording unclassified entries.
What if I don’t have a specific customer or supplier?
No problem, the solution is simple
You can add a general customer or supplier with these suggested names:
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“Various Customers” → for general Accounts Receivable entries.
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“Multiple Suppliers” → for general Accounts Payable entries.
And post the entries that are not linked to a specific name to it. This way your reports remain organized and clear, and you don’t lose any data.
Ready-made response that can be used for customers:
We want to clarify that the new update now requires specifying the customer name if the manual entry is on the Accounts Receivable account, or the supplier name if it is on the Accounts Payable account, so that your reports are organized and accurate, and you don’t get an “Unspecified” item that used to cause confusion or errors in the reports.
And if you don’t have a specific name, the solution is simple:
You can add a customer named “Various Customers” or a supplier named “Multiple Suppliers” and use them for general entries.
This way your work is organized, and the reports are clear and easy to follow.
Note:
If your plan does not support the Purchases module, you cannot add suppliers except after upgrading to a higher plan. Therefore, you cannot use the default Accounts Payable account in manual entries. However, you can add a new supplier account in the chart of accounts and work with it in manual entries.
