Settings and activity
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8 votes
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Di Moss
commented
It would be helpful to be able to search receivables by paid date in the receivables summary and detail reports. Currently this is not at option.
Di Moss
supported this idea
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25 votes
We're grateful for your engagement and letting us know the changes that matter to you.
While we don't have immediate plans for adding a file icon indicator to the Contact Activity list we're tracking the interest from our community here and will share if there are any updates planned. Thanks
Di Moss
supported this idea
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An error occurred while saving the comment Di Moss
commented
Under contacts, instead of the create draft invoice icon, please go back to having icon to view attached source document. It is really annoying and time consuming to having to go back into Payables and find the invoice to see the original bill or to even see if a bill is attached.
An error occurred while saving the comment Di Moss
commented
Under the previous Contact view, there was a book icon to show if there was an attachment to a bill. Now there is an icon to allow copy bill to draft bill. I can't imagine any time I would use this, but value being able to see if a bill has an attachment. I have to open the bill now to find if there is an attachment or go back to the Purchases section and create a report there.
To find invoices paid in certain month I have to check the date of the oldest unpaid invoice from last month, then run report from that date until end of last month, then go through all the invoices to find the ones paid last month.