Settings and activity
2 results found
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32 votes
Hi everyone, we appreciate this idea has been one many here have desired for some time.
Our product team are currently developing the Bills View and Edit pages that will solve for the needs here.
Once released, you'll be able to view the contact bank account details by clicking on the Contact in the bill. This will allow you to then compare details saved for the contact with the detail of your attached bill file that can be viewed in the side pane.
I'll loop back when these new pages are released so you can try them out for yourself 🙂 Thanks !
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Melanie Palmer
commented
When you are entering a Bill to Pay, the Creditor bank account number that you have stored on their contact comes up as a window at the top, so you easily compare with the bank account number with the bank account number on the invoice. This can prompt you to check if the bank account number has been changed and you can make a phone call or follow your company guidelines regarding changing of bank account details to avoid Cyber Crime. I believe this is really important for users and will save me a lot of time. I deal with supermarkets and they have a lot of change of owners.
Melanie Palmer
supported this idea
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1,291 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Melanie Palmer
supported this idea
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When entering a Creditor invoice "Bills". It would be soo helpful that the existing bank account you have loaded for them comes up as a pop up box to compare pdf attachment that you are viewing. This will prompt the user to to verify if there has been a bank account change. We deal with supermarkets who constantly change hands and we can be caught out and pay the past owner, as the store name does not change but the owner and their details do. If you bought this in then scam savvy ideas/prompts could be listed as well.