Settings and activity
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65 votes
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John Rankin
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8 votesJohn Rankin
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19 votes
Thanks for continuing to share how seeing these details could help you review bills more quickly.
The feature mentioned in our last update 'Quick view for Bills' is now fully released.
From the Draft bills list, you can select the view icon beside a bill to open it in a panel without leaving the list. Review and edit bill details to make changes, before saving or approving. You can then move straight onto the next bill in the list.
We don’t have plans to add account and tax details as columns on the Draft bills screen. While that could help in some cases, bills with multiple lines can have different accounts and tax rates on each line, making those columns quite heavy and potentially noisy.
An error occurred while saving the comment John Rankin
commented
Time is money so yes important
An error occurred while saving the comment John Rankin
commented
I have set the purchase account codes in the supplier contact card.
When I upload a bill via email and then go to approve, I first have to click into account code box to get the account code to load.
When on the draft Bills screen and I select multiple bills to approve, the system wont load the supplier account codes. This means I have to go into each Bill and click into the Account code box to make them appear so I can approve.
It would be helpful if this was automatically generated (from the supplier card) so that I dont waste so much time opening each Bill to approve.
I would like this, if its possible, to be a switch on or switch off function.John Rankin
supported this idea
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Critical for small business
where the owner is in control of outgoings and is not in the office to allocate funds using a tedious method of making a bank transfer manually on overpayments by clients that need to be refunded.
Creates a bad light on businesses that expect payment of our invoices promptly but are not abel to quickly refund where the client has made a mistake and wants their money back. Also think of the turmoil it creates for staff dealing with the client and their own boss.