Accounts Receivable and Payable details reports - Flag manually entered 'expected date' in reports
On the Receivables and Payables Detail report, include a flag that shows when a planned payment date has been manually identified (as opposed to the credit terms due date). Will simplify cashflow forecasting
Christine Gallagher
shared this idea
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Tammy Booth
commented
Would be useful to leave the "Expected date" column empty if there has been no due date manually added against a specific invoice. It is essentially useless to be able to add this column to the Receivables report if it also adds the due date to invoices where no expected date has been entered. We have the due date column, we need to know when our customers have promised to pay. The work-around suggested by your support (to export and manually sort the report in excel) risks missing invoices where the expected date is also the due date.
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Kirsten Carey
commented
Has this been rectified yet? - If no expected date has been entered why does it default to the same due date