Filtering Needs Second Option in Action Screen
complete
K
Katrina Barber
When looking through the invoices in the Needs Action Screen it would be extremely helpful to be able to filter by invoice date (not payment date) AND Other Party so that you can compare your list of invoices with the statement. (It would be good to have this in the bill payment screen too as it is really frustrating that you can't filter the bill payment screen until you print it - so much time spent trying to find an invoice you subsequently want to remove from the BP list).
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Mikayla - Farm Focus
complete
You can now turn on the Invoice Date column, sort it and use Search to filter for an Other Party in the Needs Action screen.
J
Jane-Farm Focus
Hi, Thanks you for your feedback. This request is in our backlog but is not an immediate priority. I will keep this post open to gauge support from other. This helps with the prioritisation process.
As a potential work around - you could try using Cntrl-F to search for the Other Party in the Bill Payments. Thanks for your ongoing custom.