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43 votes
Hi team, we wanted to share an update as we have released Smart Document Capture that can analyse and help auto create transactions(including bills) from the files inbox. Along with the upload bills feature mentioned in my last update, these tools can help reduce the manual data entry for you, saving you valuable time.
Right now, we're currently working on a redesign of the individual bill View and Edit pages, that'll have the ability to add a Planned date directly on the page. When released, if manually entering a bill from scratch, once you add a contact all you'll need to do is click Save to update the page where the option to add a planned date will be available.
I'll come back to share when these pages are released.
Jade Bai
supported this idea
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196 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
Jade Bai
supported this idea
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31 votes
An error occurred while saving the comment Jade Bai
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50 votesJade Bai
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264 votes
Hi community, thanks for continuing to share how much time this workflow can take.
Right now, we're building an agent that'll sit within JAX and help you get paid without the need to manually chase your customers, which may help address some of the need for more efficient follow-up and statement management.
Initially, you won’t be able to turn this on for an entire contact group at once. You'll be able to enable it for each individual contact within a group, and JAX will do the handy work of designing a personalised plan to follow up with each one. For some this may be a consolidated statement.
We recognise this doesn't cover every part of the original idea here, including sending statements to a whole contact group in one action. We’ll keep these gaps in consideration for future improvements and will share another update once the JAX agent is…
An error occurred while saving the comment Jade Bai
commented
I have figured a work around for us - may not work for some...
We do not use the Account Number option on the contact and have removed it from showing on our invoices/statements.. However there are only certain customers we send statements to and I have used the Account number option to preface each with STMT and then there name e.g STMTSMITH or STMTBROWN
Then when you go to send statements i use the filter option, put in STMT and it brings up all the customers i send statements to...
You could then use any preface to group your contacts...Jade Bai
supported this idea
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173 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
An error occurred while saving the comment Jade Bai
commented
Surely it wouldnt be hard to add a column in the reports to show the expense has been billed to someone?
A lot of time wasted having to manually check everything...Jade Bai
supported this idea
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So with the fantastic new invoicing that we have to use, there is no longer the option to create a new invoice from the files library which forces me to add it once i have created the invoice.
My issue now is that you cannot preview the file before you attach it to make sure it was the right one, and if it is the wrong one you have to delete it - there is no option to send it back to the file library which means you have to then re-scan it... What a huge step backwards (unless I am missing something??)