We run a 2 year deferred scheme for some of our clients and our draft invoices are where we store the proforma until it is issued as a full invoice. So on the new system, by the time the invoice is issued the invoice number is either 2 years old, or we have to cancel the proforma and reissue it with extra work and a missing number in in our invoice record.
We can get around this, but it triples the work of issuing an invoice and adds risk of error. As our client has accepted the figures 2 years previously an error at this point is completely unacceptable.
I cannot understand how you can consider this acceptable. As this isn't even on your list of planned changes, my advice to management is to find an accounts package with better fit to our needs.
Dale Gray
supported this idea
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We run a 2 year deferred scheme for some of our clients and our draft invoices are where we store the proforma until it is issued as a full invoice. So on the new system, by the time the invoice is issued the invoice number is either 2 years old, or we have to cancel the proforma and reissue it with extra work and a missing number in in our invoice record.
We can get around this, but it triples the work of issuing an invoice and adds risk of error. As our client has accepted the figures 2 years previously an error at this point is completely unacceptable.
I cannot understand how you can consider this acceptable. As this isn't even on your list of planned changes, my advice to management is to find an accounts package with better fit to our needs.