Setting ‘Source’ when you create a customer.

Another improvement to our accounting software based on feedback from our customers:

Sources are important. You can read more about them here.

But they’re only useful if you remember to select the relevant source for each new customer. To help you remember to do this you can now choose to set the source for each new customer on the page you see when you first create a customer.
To enable this option go to the Settings tab, select Customer and Supplier Settings and tick the “Set Source” option

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