every year this bugs me

every year I still have a number of creditors who are not digital (sent handwritten paper copies)

every year I have to go into completed, go into transactions find where the transaction I've just coded is (as it's never at the top of the list) and then add an invoice date.

So many steps for each transaction.

Surely by now there is a better way.

(other than the invoices matching to bank transactions which works if I scan them into my computer and send to scan to focus and if they are not handwritten invoices)

Please can we make it easier to add an invoice date to a transaction?

eg have the ability to add an invoice date from either screen in the completed section (coded lines or transactions.)

OR have the screen stay in that part of completed section you were in and have the transactions stay in the order in which you coded or matched them in?

It'd be way easier to do so at time of coding transaction rather than going back and forth for each individual transaction.

Or if you could select which financial year it belongs to like you used to be able to do so simply in cash manager rural.

Hi there,

Apologies for the delay in our response. You do have the ability to change the date while coding an invoice, so I am picking you meant 'while coding a transaction'. If that's the case then you cannot 'add' an invoice date while coding a transaction. You first must code the transaction and then you can add an invoice date from the Completed screen.

You can add and amend invoice dates when creating and coding invoices. This is a great benefit of using the invoice side of Needs Action screen and makes managing end of year processing very simple. The ability to add an invoice date to a coded transaction is designed to manage those transactions that do not have a corresponding invoice.

Thank you for the feedback around the issue of the screen reverting back to the top of the screen each time you change one transaction. We will pass this feedback on to our development team. In the meantime the Search function and the ability to select a set a custom date range may save you some scrolling.

Thanks for your feedback - we recommend the practice of coding invoices and matching to bank transactions. In this case , the invoice date will decide which financial year your transaction is allocated to - however if you are simply coding bank transactions you have the ability to add an invoice date to allocate it to the correct year - this occurs in the transaction view of the completed screen - select the 3 dots next to the transaction and add in in the invoice date.

Please note stock transactions are allocated to financial years depending on which financial year the event date falls in

I would like this too, it's bloody frustrating and time consuming changing screens each time.

Or if I'm doing bunch of transactions relating to the last financial year, I have to note down which ones I have to change when I go back into the completed screen

It would be handy to have next to invoice date when coding like it used to be in cash manager rural. (from my vagueish memory you could either select year or you could type in an invoice date next to the transaction date)

HI Daniel & Marja, thank you for your comments. Using the invoice scanner function in Farm Focus will help to solve this issue as the invoice date will be populated for you, and will apply the invoice/transaction to the correct financial year.