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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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.
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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.