Settings and activity
4 results found
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138 votes
Craig Thwaites
supported this idea
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284 votes
Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.
From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.
This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.
An error occurred while saving the comment -
42 votes
An error occurred while saving the comment Craig Thwaites
commented
It would be good to enable the supplier reference number from a bill to be added as a placeholder in a remittance email. We have some payments that are delayed in getting allocated by suppliers as they are delayed in reconciling the payment to the remittance emails
Craig Thwaites
supported this idea
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533 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Craig Thwaites
supported this idea
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An error occurred while saving the comment Craig Thwaites
commented
For clarity I think this function needs to be both on supplier side (Bills) and customer side (invoices).
Having a tag for the document would be great. For us we could use it to identify trends, on topic at the moment would be clients claiming financial hardship for their invoice
As mentioned, this default setting renders the cash summary report useless. All payroll journals are posting in as manual journals marked as cash. Default should be unticked (false)