AI for Customer only when Vendor is Required
For transactions that hit income accounts, we may only want to select a Customer (not a vendor). However, if we need Vendor to be required, is there a way for the AI to be smart enough to know that only one or the other (customer vs vendor) is needed? So, if a customer is selected for an income account, a vendor wouldn't be needed. We'd still like to keep vendor required for all transactions, but for those few income transactions, it's causing confusion for clients. Help please.
Log in to comment and vote
No comments yet
Be the first to share your thoughts.