Settings and activity
44 results found
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45 votes
Jane Stergio
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14 votesJane Stergio
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4 votesJane Stergio
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10 votes
An error occurred while saving the comment Jane Stergio
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99 votesJane Stergio
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63 votes
Appreciate the detail, and thanks for raising this here in the forums.
While this isn't something we have direct plans for atm, we're keeping an active eye on the idea here and will share if there's any change.
Jane Stergio
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381 votesJane Stergio
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236 votesJane Stergio
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4 votesJane Stergio
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8 votes
An error occurred while saving the comment Jane Stergio
commented
I think the account number should also be included.
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5 votesJane Stergio
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29 votes
Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
An error occurred while saving the comment Jane Stergio
commented
I need to supply an external application the payments that we have received so they can be marked off in that app - they need payment date, invoice number, amount paid, contact name.
The Receivable Invoice Detail report won't quite do it - it can't be run by paid date and it doesn't include the invoice number as a column to be selected.
The Receivable Invoice Summary report also is almost there, but it can't be run by paid date, and the amount paid is a cumulative total. I need a list of payments when partial payments are made against an invoice.
And a unique payment id would be great too.Jane Stergio
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10 votes
An error occurred while saving the comment Jane Stergio
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I also would like to see the invoice status on the account transaction report - so I can see paid vs not paid.
Jane Stergio
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80 votesJane Stergio
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154 votesJane Stergio
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49 votesJane Stergio
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637 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been shared with, and considered by, our product team - so they have an understanding of the work that would be required for this.
We'd like to confirm that, at this stage, the automatic generation and sending of reports is not something we have plans to develop in the near term. We are still interested to get a clearer understanding of demand for this feature, and we'll continue to track this through the conversation and votes on this idea. If there's any change we will let you know!
Jane Stergio
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30 votesJane Stergio
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11 votesJane Stergio
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111 votesJane Stergio
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There should be an option to export any reports as csv where there is an option to export as Excel.
If the data being exported is to be imported into another system which requires csv, having to edit the file each time is time consuming and unnecessary.