Contact - Add Credit Note as a separate tab in contact activity screen
Add a credit notes section on the Supplier account for ease of searching for the credit notes received.
Rondene Sauls
shared this idea
Hi Rondene, thanks for bringing this idea to the community. We can see how having a dedicated Credit Notes tab within a contact's activity could make it quicker to review credits without searching through invoices, bills, or the full activity history.
At the moment, credit notes are included within the contact's activity and can also be filtered from the main Invoices or Bills lists.
I've updated the status of this idea to Gaining Support so we can continue tracking interest from the community. If there are particular workflows where a separate Credit Notes tab would be most useful, we'd love to hear more about them.
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Rondene Sauls
commented
I agree with Karen.
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Karen Lovegrove
commented
Both Sales and Bill credit notes are hard to enter (too many clicks to get to the right screen) and hard to find (having to use a search filter) - a key function of accounting should be more accessible.
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Rondene Sauls
commented
Thank you for your feedback. It is just better to work with a system that is not complicated to use especially if you work with a lot of transactions on a daily basis.