Batch payment - Link to source bill
When making a batch payment, it's always a pain to have to exit to get the missing bank details.
I'd love there to be a link to the bill to check the bank details on the document. Adding that extra layer of protection as well for those who want to make sure the bills bank details actually match back to the payments.
Laura Rosenzweig
shared this idea
It sounds like the suppliers payment details maybe held somewhere on the original bill that's been entered, Laura - Is this correct?
Is this detail that would commonly change for a supplier you work with? Generally when creating a batch this information is pulled from the contacts record.
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Pamela Lambie
commented
It would be really useful on batch payment page to have the ability to click on a link to view the invoice if needs be (without cancelling the batch payment). There will be occasions where bank details have not been entered prior to payment set up & need to be entered on this page. Unless you already have a separate tab open you have to come back out of the payment, look up invoice to get bank details & then recreate the batch.