sales invoice bulk import due date
Request ability to bulk upload Contact default due dates into bulk imported Draft invoices containing no due date. Approval currently prevented due to missing due date but require that to be populated from Contact default data. Work around for individual invoices is to preview prior to Approval but that is time consuming for large numbers of invoices included in batch import.
John Mander
shared this idea
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albex ulpoer
commented
To address the challenge of bulk importing draft invoices that lack a due date, it would be highly beneficial to implement a feature allowing the system to automatically populate the due date from the default settings of the associated Contact during the import process. Currently, the absence of a due date blocks approval, and the existing workaround—previewing each invoice individually before approval—is inefficient for large batches. By enabling this automatic population, users could save considerable time and streamline the approval workflow, ensuring all invoices are correctly populated and ready for approval immediately after import. For reference, similar bulk-processing solutions can be seen in other tools and services, such as https://cricfytvdownload.in/ , which demonstrates automated batch handling for large data sets.