Bills - Split once paid
Allow the split on a bill that's been paid to be modified.
Wade McDonald
shared this idea
Have you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.
Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.
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Freya Pieroz
commented
Or my favourite: the client bought a bulk lot of materials to be used on several different jobs. I can't allocate portions of the bulk lot to separate jobs, they HAVE to be separate line items.
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Freya Pieroz
commented
I often run into this issue when a client enters a bill as one line and pays it, but it's much better done as multiple lines with multiple account codes.
For example, a supermarket receipt with both cleaning-related items and restocking the office lolly jar. If the client attributes it all to 'office expenses', I can find and recode the whole thing to other accounts, but I cannot recode part of it to 'cleaning' and part of it to 'staff amenities' without undoing the payment first.
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Julie Lanthier
commented
There needs to be a way to simply unapply/reapply a payment instead of having to remove and redo it (i.e. simply remove the payment but not have to redo it).
Example: I have a bill I want to edit (for myriad reasons, e.g. n/c to the amount but need to add lines, or break it into 2 smaller bills that still equal the amount of the original payment). If I have a payment already applied, I need to remove/redo the payment, which is extremely tedious and time consuming, ESPECIALLY if a check is involved, because then I also need to go and void the check.