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    Emma Salter commented  · 

    The new invoicing format does not allow for a draft invoice to be saved without a date and due date being entered.

    This does not suit our workflow as when dates are entered (they wont be correct as we are unsure when the invoice will be sent due to timing of a report being written) and when dates are in there there isn't a prompt to ensure that the dates are correct (and it is easy just to send without changing if you are busy - the current/old system will not let you approve an invoice with no date, so there is a prompt currently in that way).

    To help explain, our workflow regarding invoices is as follows:
    Draft invoice is made when the audit plan is sent to client. All expenses cannot always be entered as there may be expenses that need to be attributed to the audit after it has been conducted (such as ubers, parking, etc - unknown amounts).
    Then the audit report is written by the auditor (unknown timeframe)
    Then the audit report is reviewed by the Certification Manager (unknown timeframe). As part of this process the Certification Manager reviews the invoice and ensure that it is correct/adds any additional expenses not already included.
    Then the audit report is to be sent by administration (unknown timeframe). This is when the invoice is sent on the same day, and currently the dates are added in the old invoicing system just before sending.

    Emma Salter supported this idea  ·