Settings and activity
3 results found
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215 votes
Thanks for everyone's feedback and the strong support for a report that shows average days to pay by customer. We know this visibility is important for businesses wanting to identify habitual late payers and make better credit and cash flow decisions.
Right now, we've begun work to develop reports that improve visibility of payment performance. Our immediate focus on the supplier side and a new Supplier days to pay detail report that'll show historical payment behaviour across suppliers.
Once that’s rolled out, we’ll begin work on additional reports for customer payment performance, which will solve the needs in this idea.
I'll be back to update you all here as work for customer reports gets underway. 🙂
Sarah Cavenagh
supported this idea
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An error occurred while saving the comment -
94 votes
An error occurred while saving the comment Sarah Cavenagh
commented
additionally, if you could add a button to the invoices page, in the awaiting payment column, that would allow you to select multiple invoices and set the same expected date to all those invoices simultaneously, would also be helpful!
Sarah Cavenagh
supported this idea
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13 votes
Hi Brett, separate actions in them self but it is possible to Approve multiple invoices at once from the Draft tab. When actioned you'll see a message from which you can 'View invoices' and multi select to Email.
Being open this isn't something we have plans for right now - Is there a common scenario, or specific reason you'd like these actions as one? It'd be good detail to share back with the team.
An error occurred while saving the comment Sarah Cavenagh
commented
Often I go to the draft list, after I have just imported invoices, and select all of them to email forgetting that I wanted to mark them as approved first, thus I send them out as drafts in error.
Could there be a prompt such as 'would you like to mark these as approved, before sending?". Options would then be "Approve all and continue with review", "close this window so I can individually select invoices to approve", and "no, continue as unapproved"
I suggest this prompt comes up after you have selected the invoices, and then selected the 'email' button, not after selecting the 'send' button to officially send. (this way you don't spend all your time correcting email addresses or individual messages, only to find that you need to select approve, and remake those changes you made.
The Customer Contacts page shows the days that "they pay in" which is described as "The average number of days between when invoices are issued and when they're paid". Can this be very simply pulled into the Invoices>Awaiting Payment report as a column, possibly next to the Expected Date? Please add to the roadmap! Thanks