Functionality in Bills Inbox
Idea suggested by Simon Hancott 9 months ago
The new bills functionality to auto-read the documents is getting much more accurate and better to use. But there are some vital missing functionality in the bills inbox that wastes mne lots of time!
Firstly, the option to select multiple images to delete in one go when on the main screen. Many emails send the signature in multiple attachments and this takes ages to delete one by one. (see image).
Furthermore, an option to delete when in an individual bill. It warns you it's a duplicate, but you have to go back to the bills inbox to delete it and you have no way of knowing which one it is.
The option to post credit notes through the bills inbox.
Viewing attachments is terribly cumbersome. In Xero when there is an attachment you can hover the button and a PDF appears. In Clearbooks i find i keep accidentally un-attaching the document and trying to reattach it!
And finally, a pop up with the PUR number when the invoice is posted. This is especially helpful if further actions is needed such as marking the invoice as paid or posting accruals/prepayment journals. Currently i have to remember something about the invoice such as the amount or vendor and use the search functionality to find the PUR number.
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