5
Suggest payments functionality on payment journal is great...however...
When you use suggest payments and summarise per vendor it is difficult to know what makes up the total and quickly find the related incoming document. If you use Inbound Documents, you need to click Process-Apply Entries, then Line-Show Posted Document and then click Information and then download - if you have multiple applied entries that is extremely tedious.
Instead (and I've built this already in a tenant-specific extension), you should have an Invoices Applied Factbox that shows external document number, remaining amount and a link to download the related main extension for the incoming document.
If you are manually paying vendors this also provides easy access to reference numbers to be used.
When you use suggest payments and summarise per vendor it is difficult to know what makes up the total and quickly find the related incoming document. If you use Inbound Documents, you need to click Process-Apply Entries, then Line-Show Posted Document and then click Information and then download - if you have multiple applied entries that is extremely tedious.
Instead (and I've built this already in a tenant-specific extension), you should have an Invoices Applied Factbox that shows external document number, remaining amount and a link to download the related main extension for the incoming document.
If you are manually paying vendors this also provides easy access to reference numbers to be used.
STATUS DETAILS
Under Review