AccountsTransactions
Linked Customer, Job, and Invoice Selector Flows
How the job selector, derived customer display, and invoice selector behave inside the transaction form.
The transaction form still uses selector popups instead of long dropdown lists for linked records, but customer-linked finance is now chosen through the job selector first. The customer field stays visible as a check, not as a separate picker.
Customer Display
- Read-only derived display: Work Planner fills the customer field from the selected job so you can check the account before saving.
- No separate selector in the form: You no longer pick the customer first for normal customer-linked transactions.
- Changes with the job: If you choose a different job, the customer field updates to match it immediately.
Job Selector
- Main attribution control: This is the selector that decides which customer-linked job the transaction belongs to.
- Not filtered down by customer first: The popup is no longer narrowed by a customer selection because the customer now comes from the chosen job.
- How jobs are labelled: Jobs are displayed by address, which is usually the quickest way to identify the right one in the field.
- Back-fills the customer: As soon as you select a job, the form links the matching customer automatically.
Invoice Selector
- Appears once a job is selected: The invoice field only becomes practical when Work Planner already knows the customer through that job.
- Clears on job change: If you switch the job later, the invoice link is removed so the transaction cannot stay tied to the wrong account.
- Use it only when the ledger line belongs to one invoice: Leave it empty for general account movement that is not invoice-specific.
View Buttons
Once a linked record is chosen, the secondary button next to the field lets you open that record directly. This is useful when you need to double-check the customer, job, or invoice before saving the transaction.
Related articles
- Creating a Transaction: Shows where these selectors sit in the full create flow.
- Editing a Transaction: Useful when relinking an existing ledger item.
- Transaction Detail View: Shows how those links are displayed after saving.