Bills | Awaiting Payment - Highlight the Planned date
Bills - Highlight the “Planned date” (in red or bold) as you select the date.
This would assist greatly when batching weekly and monthly payment batches and working alphabetically.
The Bills screen is very busy.
Thank you
Elspeth Simpson
shared this idea
Hi team, thanks for feeding back to us here. Appreciate it's been sometime since this idea was first raised and we'd like to provide an update and highlight a couple of options that may be helpful to some here.
Right now, from the Awaiting Payments list, bills with a Planned date will show above the list where you'll have an indicator of the total items and amounts of bills that have a planned date, along with separate indicators for each planned date that's been assigned. Each are clickable to quickly filter your list by the selected option - However, do get how this is not a floating/scrollable view as has been requested here.
While it's not possible to filter by bills that don't have a planned date, one option would be to click the Planned date header to sort all bill and bring those without a planned date to the top of the list. We have a separate idea surrounding this that you may also like to support.
Being open, a scrollable view of Planned dates totals or highlighting of the Planned date within the list aren't developments we have planned any time soon. We're continuing to keep a watch on the interest here and I encourage you to share this idea with other colleagues that would find this useful too.
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Tom Baker
commented
Completely agree - we schedule 200-250 bills a month so it's a pain finding where you're up to when there's no quick visual as to what has been planned and what hasn't.
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Tom Baker
commented
On the Bills > Awaiting Payment screen, add a floating box to the side of the list of bills that move down/up as you scroll. This would appear as you select multiple bills and show you the no. of bills selected, the cumulative total & buttons to plan or make the payment.
This would save a lot of time scrolling up to the top to check totals or plan dates, then scrolling back down, unselecting those bills before starting on the next group.
I also agree with other that in the new UI it's very unclear as to what has been planned & what hasn't, if you made the planned date blue/bolder it would be useful.
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Elspeth Simpson
commented
The ability to differentiate bills with and without a planned date is very relative.
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Ilva Letoja
commented
This is a serious downgrade from the previous layout of the bills page. Impossible to differentiate between bills with and without date. Makes my job so much more difficult, which, I suspect, wasn't the point of updating the bills page.