Thanks for joining us here in the thread, @lgoldsmith2. We're chiming in to share details about utilizing the memorize transaction option for estimates and automating it to post on your preferred option.
Memorizing estimates is purposely created to be reused for other customers inside the program. Thus, it's the reason you're receiving the prompt when you try to memorize the transaction. Also, please know that the transaction is a non-posting type, so the Automate Transaction Entry can't be used. On the other hand, you might consider using the sales order as it can allow you to add it to your invoice and utilize the Automate Transaction Entry option when memorizing the transaction.
Also, we recommend sending a feature request to our Product Development Team. This way, they can check your current situation and consider your ideas for future program updates. We'll write down the steps to get you going:
- Select the Help option.
- Select the Send Feedback Online option.
- Select the Product Suggestion option. A pop-up window displays.
- Enter your feedback suggestion.
- Click the Send Feedback button. The feedback is sent.
For more details, please see this page: How do I submit feedback?
In addition, we've got these articles to help you keep track of every transaction entered inside your company file: Understand reports.
You can post here in the Community space if you need assistance managing estimates or have any additional questions related to the program. We'll make sure to be around to help you out. Keep safe.
