Settings and activity
3 results found
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10 votes
william reynolds
supported this idea
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24 votes
Hi everyone, we're coming back to shift this idea to In development as we're in the process of releasing modernised bill view and edit pages that incorporate he ability to add your contact's details on the fly.
Coupled with our other extraction methods(email to bills, upload bills and smart document capture), this should make entering, reviewing and approving your bills quicker than ever 😊
I'll swing back to confirm once this is released.
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32 votes
Hi everyone, we appreciate this idea has been one many here have desired for some time.
Our product team are currently developing the Bills View and Edit pages that will solve for the needs here.
Once released, you'll be able to view the contact bank account details by clicking on the Contact in the bill. This will allow you to then compare details saved for the contact with the detail of your attached bill file that can be viewed in the side pane.
I'll loop back when these new pages are released so you can try them out for yourself 🙂 Thanks !
And supplier bank account details too! It's such a time consuming pain to have to go and edit the newly created contact after creating the bill - you have to keep a copy of their invoice to check bank account details against.