Flag invoice as under query
K
Katrina Geddes
Being able to Flag a coded unpaid invoice in the needs action screen - for instance if the invoice was under query and awaiting a credit or another form of authorisation or check was needed before the invoice was paid
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Mikayla - Farm Focus
Merged in a post:
Actuals/Needs Action: Transaction Query 'Flag'
Z
Zoe Tavendale
Would be great to have a 'flag' to attach to Transactions in the Needs Action/Actuals page for when either myself or other parties who may look at invoices (including accountant as they may ask why something still sitting in there - especially at Year End).
When we discuss the invoices for payment, query something, won't pay that the queried one and then a couple weeks later the customer may ask why we haven't paid it....and I/we have forgotten already. I use to scribble on the printed invoice, but now, no paper.
Similar concept to in Excel where you can attach a 'note' to a cell.
J
John Clements
Need the ability to have multiple statuses on an invoice. Examples could be On Hold, Needs Approval, Approved
J
John Clements
Status is now coded or uncoded. Can you add additional options Approved, Review etc.
Mikayla - Farm Focus
Hi Zoe, thank you for your feedback.
I will keep this open to gauge support from other users and pass it on to the development team for consideration.
Mikayla - Farm Focus
Hi Katrina, thank you for your feedback.
I will keep this open to gauge support from other users.