Default Cost Categories

Feature

Starting with Goldenseal job costing software version 4.92, you can give each Material Supplier, Subcontractor or Other Cost account a default cost category. When you enter expenses for them, it will fill in automatically.

Suggested By

User feature request.

How to Use

This new feature is currently optional. To use it, follow these steps to add the default category field:

  1. Choose Custom Layouts from the Option menu, and choose Accounts from the submenu.
  2. Enter Material Accounts into the Account Type popup field at upper left.
  3. Click the Field tool (4th row left in the tool palette on the left side of the window).
  4. Click in a blank spot on the layout, and draw a rectangle where you'd like the field to go.
  5. When you lift the mouse, you'll see a list of available fields. Choose Default Category, then click OK.
  6. Close the layout and save changes.
  7. Repeat steps 2 to 6 for Subcontractor Accounts and Other Cost Accounts.
  8. When you enter expenses, Goldenseal will automatically fill in a cost category from the account.

HINT: If you want to enter the same category into several accounts, use the Find command to locate them, then enter the default category into one account, then use the Replace All command to fill it in to the other found accounts.

Technical Details

Programmer note: code added in CTransaction::HandleMainAccountChanged, and many places in CCostAccount