Other Party not accepted
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Debbs` Taggart
when you go into bill payment if your other party is not correctly selected you can go into the invoice and change it - is there anyway that this could be highlighted in the actuals screen prior to getting to Bill payment screen please
lots of new features - coming along nicely
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S
Sally - Farm Focus
Merged in a post:
Other party Bank Account visible on Needs Action Screen
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GRANT SKILTON
A new feature has been added to show bank account of the contact on the bill payment screen. The problem remains that the best place to review other party bank accounts is at data entry, rather than when paying the bill in "Bill Payment". Can we please have the bank account displayed on the needs action screen, so these can be checked easily at data entry when adding an invoice or money out event.
Mikayla - Farm Focus
Merged in a post:
Create an Other Party 'not found' alert
R
Ruth Mackintosh
In invoices, when Farm Focus is unable to link an 'Other Party' with a saved Contact, I can't tell until I go to Bill Payments. What I'd like to happen... if there isn't a match between Other Party and a Contact (or there's more than one possible contact - bloody Rockgas!), I'd like 'Other Party' to be coloured red to alert me, so I can correct it.
(It shouldn't throw an error - for direct debits, or credit card payments I don't care if the 'Other Party' is wrong).
Mikayla - Farm Focus
Merged in a post:
Contact name showing as "verified contact" in the needs action screen
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Karen Evans
In the needs action "invoices" side, if the contact name is correct and is in the address book to show it as verified so it is clear if it needs to be fixed this would help not having to flick over to the Bill Payments to check that the Contact and account number is in the contact for payments.
G
GRANT SKILTON
Hi Mikayla, I see there are similar comments in the original thread (marked as completed) by "displaying bank account on bill payments screen" - I think many of us thought you were going to put it on Needs Action rather than bill payment screen.
Mikayla - Farm Focus
Hi Grant, 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.
S
Sandra Mitchell
Agree with Debbs, if you discover your other party details are incorrect part way through loading a batch, you lose the whole batch and have to start again if you click on the 'i' to correct or leave to screen & go back to Needs Action.
Highlighting Other Party names that do not match the Contact details loaded on the Needs Action screen would be a great help.
Mikayla - Farm Focus
Hi Debbs, thank you for your feedback.
I will keep this request open to gauge support from other users.
If it is not selected correctly you can easily click the 'i' on the invoice in bill payments and make any necessary changes without having to go back to the Needs Action screen.
Glad you are enjoying the new features.