Supplier Credit Notes - Search feature when applying credits
Being able to search for original bill to apply credit against rather than scroll through whole list of open bills. This will save a lot of time & errors.
Lori Notman
shared this idea
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Jessica Hough
commented
Trying to allocate credit notes is a very time consuming and difficult process. being able to filter the credit allocation by invoice period/date would be handy as we have to apply credits to the same period, ie September credits have to only be applied to september invoices to pay our Capricorn Account.
A search feature to find original invoice would be good too, if they were in the same period we would allocate to the original invoice, but we are scrolling though huge lists with the total allocation amount check all the way to the bottom, having this check off to the side would also be easier to see the balance.
we also have so many credits that the list has been cut off and we can't see them all on the one page.
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Lahiruni Lawanga
commented
When applying a credit note, it is difficult to locate the correct invoice if there are many invoices for the same supplier. It would be much easier if there were a search bar to quickly find invoices by their invoice number.
Additionally, having a filter option (for example, to filter by tracking categories) would also be very helpful for users managing multiple invoices.