Settings and activity
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3 votes
Hi Andrew, thanks for your suggestion. We understand that processing large volumes of draft bills can be time-consuming when updates need to be done one by one.
The suggestion here is to allow bulk editing of draft bills, so users can update fields like account codes, tracking, or tax settings across multiple bills at the same time instead of opening each one individually.
We’ve moved this to Gaining Support so we can keep tracking interest and share it with the team.
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Joanne Quin
supported this idea
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412 votes
Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.
We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.
Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.
As soon as there's movement…
Joanne Quin
supported this idea
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Improve Draft Invoice Review – More Columns/Filters & Next Invoice Button
DRAFT INVOICES
When reviewing a large number of draft invoices/bills, the current process is quite time-consuming because there is not enough information visible on the Drafts screen.
It would be extremely useful if users could display and/or filter by additional invoice line information, particularly:
- Description
- Quantity
- Account / Account Code
- VAT / Tax Rate
This would allow users to quickly review a batch of draft invoices and check that the coding, quantities and VAT treatment are correct before approving them.
At present, I have to open each draft invoice individually just to check these details, even when most of them are correct. Being able to see this information from the Drafts list would make it much easier to identify only the invoices that actually need correcting.
There is also an issue with the workflow once an invoice has been opened. After checking and approving a draft invoice, I have to navigate all the way back through the tabs to Draft Invoices again, find where I was in the list, and then open the next invoice.
It would be very helpful to have Previous / Next Draft Invoice buttons when viewing a draft. After approving one invoice, a “Approve & Next” option would be even better, taking you directly to the next draft awaiting review.
For businesses processing a large number of invoices, these relatively small changes would make the review and approval process much quicker and reduce the risk of incorrect account codes, VAT rates or quantities being approved.
In summary: more information/columns on the Drafts screen, the ability to filter or review by those fields, and a simple Next / Previous or Approve & Next function would significantly improve the draft invoice approval workflow.