Bills/Invoices - Notes preview
The ability to preview notes added against a bill/invoice from the summary screens, rather than having to open each record to view them. For example a notes icon next to the existing document one, which would display the note when clicked.
Ewen Logan
shared this idea
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Christina McKee Wright
commented
Would be great if we could add a short notes field into the draft and awaiting approval screens in bills/invoices. For example, why the invoice/bill is not approved / still in draft status - "Hold for credit note", "Only pay $102.50 of this invoice", "Waiting on confirmation before approval". Not needed in the body of the invoice as its for internal business use only (and this way customers can't see the note), and can display these notes in the Draft Bills/Invoices screen so you can see at a glance why a bill might be languishing in Drafts or Awaiting Approval without having to click into the invoice.
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Britta Fraser
commented
Or better still, make Notes an optional column to add to the Bills Summary screen
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KERRY GUNTHER
commented
Have a preview option when you scroll over lists of invoices and bills. Would save having to click into an invoice and then back again.