Bills Draft Tab - Option to pay draft bill after approving
When we have pro forma invoices, it would be helpful to be able to approve a draft bill and have an option to pay it straight away without having to search the awaiting payment.
Thanks so much for raising this and for taking the time to explain the extra friction in your workflow.
We understand how frustrating it can be when you’re working through draft bills and then need to go searching again for the bill once it’s been approved. When you’re processing multiple bills, those extra steps can really add up and make what should feel like a smoother workflow more time-consuming than it needs to be.
We’ve reviewed this idea and we’re moving it to Gaining Support. This means the idea has been reviewed by our Community team and is now open for other community members to vote on and comment.
If others in the community would also benefit from a smoother way to move from approving a draft bill to actioning it for payment, we’d really encourage them to add their vote and share a little about how they work. For example, it’s helpful to know whether this is most noticeable when processing bills in bulk, reviewing bills one by one, or trying to move quickly between approval and payment tasks.
We’ll continue to keep an eye on the support and feedback this idea receives, and we’ll update the thread if there’s any further progress to share.