Settings and activity
4 results found
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681 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
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Dayna A
supported this idea
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15 votes
An error occurred while saving the comment Dayna A
commented
Agreed. When drafting invoices to be approved before issuing, currently there is no way of alerting or notifying each other internally of any notes/instructions added in the History / Notes section, so we have check and read the notes section for each invoice before finalising and sending to clients.
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137 votes
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Dayna A
supported this idea
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81 votes
An error occurred while saving the comment Dayna A
commented
an alert /notification to show when "notes" have been added to invoices "awaiting approval" or "approved" so the person approving a draft invoice or person "pdf and emailing" approved invoices to clients knows when a note has been added re this invoice.
Dayna A
supported this idea
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agree re move "awaiting approval" invoices back to "draft". At the moment to achieve this I select invoice to revert to draft and select "copy to new invoice", tweak inv. number to "1655 xxxx" and save as draft, then delete the og vs. in "awaiting approval".
Also, if possible, when determining option to revert to draft/reject with comments - would be amazing if some type of alert or a notification could be included for approvers/admin users when a new note is added to invoices raised.