Settings and activity
4 results found
-
63 votes
Hi community, we want to update you that we've recently released the ability to include Purchase Orders (PO) through Payable Invoice Summary report. If you expand the side panel on the left of the report and select the 'Outstanding purchase orders summary' report, this will automatically display all Bills, Credit Notes and Purchase Orders and group them by Contact for you. You can use the total row of each contact to infer the remaining balance.
We're aware this may not directly show the information that you’re asking for here, so we'll keep the status idea as it is and we’ll let you know if there’s any further updates.
Gwen Williams
shared this idea
·
-
276 votes
Thanks for the response and continued support in this idea, everyone.
Work for partial billing of a purchase orders is taking shape. ✨
To give a taster of what this'll look like - when you create a bill from a purchase order you'll be able to enter the amounts of each item you'd like to bill, and your Approved purchase order will show the amount of each item Billed.
I'll come back to share as soon as the feature begins roll out!
An error occurred while saving the comment Gwen Williams
supported this idea
·
-
315 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Gwen Williams
supported this idea
·
-
127 votesGwen Williams
supported this idea
·
Ability to see Purchase Order balance after partial bills have been applied.