Settings and activity
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298 votes
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Jacob Ball
supported this idea
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41 votes
Appreciate wanting this within the individual bill and through creation, Ruth. We'll track interest of this here,
As a solve for right now, you can jump across to the Awaiting Payment tab and select the Bills you'd like to assign a planned date too you'll see the Action for 'Add planned date' turn blue and you can use this to bulk assign a plan to date to multiple bills at once 🙂
If you're not sure which bills you've assigned a planned date too, you can click the plan Planned date header to sort all bills without a date assigned.
An error occurred while saving the comment Jacob Ball
commented
It would be great to be able to set the Planned Date when creating or editing a bill, rather than having to create/edit and then set the Planned Date via a date picker on the Bills Overview page.
I already have to set the Date and the Due Date when creating/editing a bill, surely there could be an extra dropdown there for Planned Date so that I can do it all in one step?
It's frustrating to have to go back to the Bills overview page after editing a new bill just to set the Planned Date. The Due Date can change depending on the supplier's terms, so I need to generate the Due Date first before knowing when to set the Planned Date.
In addition, the Planned Date picker can be quite touchy sometimes and takes you to the Bill page when you click on it instead of popping up the date picker. Then, if you're taken to the Bill page, there's no option to set a Planned Date, so you have to go back to the Overview page!
Jacob Ball
supported this idea
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I'm sure I've posted on the old support forum about this, but it's still not addressed, and it's still a pain in the backside.
Yes, a user can go to Settings -> Email Settings and change the Email Address being used, which is then applied across everything.
However, I'd like the ability to choose which email account to send from, when I'm actually creating the invoice or receipt or whatever it is at the time.
It would be great to have it linked to a Template. Eg a template for ABC Company uses the admin@abccompany.com email. If I switch the template to XYZ Company, then the email should change to admin@xyzcompany.com, without having to remember and go through the Settings -> Email Settings rigmarole.