Settings and activity
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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 !
David Pearce
supported this idea
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Bills to Pay. When paying bills when the contact information populates the bill template the bank account for that contact should also be displayed. This would save the annoying and time consuming business of having to look up a contact in a seperate tab when they have 'please note new bank account' on their invoice which they often leave on for nine months or more and you can't remember if you have already changed it or not.