Purchase - Add schedule payment date from within the transaction
Payment Schedule Date - add from other screens
Make it easier to schedule payment dates. I love the ability to schedule payment dates but it is only available from one screen. It would be great to be able to add a schedule payment date from within the purchase. That would mean you could approve and schedule from the one screen.
Tanya Spence
shared this idea
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Belinda Jamieson
commented
A feature to add scheduled payment date when approving invoices would enhance efficiency
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Grace Occleshaw
commented
It would make our workflow and our clients workflow so much easier if we could do the following all in one step or from the same screen:
1. Approve the bill
2. Allocate a payment date
3. Allocate a payment amount for that date
4. If the amount is not the full amount, set another payment date for the remainder of the amount -
Jonathan Cunningham- Sawyer
commented
I totally agree!
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Tanya Spence
commented
Yes please!!!! Seems crazy to have a fantastic feature like scheduling bills but only be able to access it from one location. This makes an extra 4 clicks and a process interruption in order to schedule bills, which could all be done at the same time as scheduling.
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Glen Daniel
commented
It would be great to also be able to enter this in HubDoc and have it flow through to Xero