Allowing Projects Column

Idea suggested by Gareth Ricketts 4 weeks ago

We deal with multiple suppliers and reconcile their statements every month. It would be extremely helpful if there were a "Projects" column available within the supplier transactions view.

In today's software environment, it would also be reasonable to allow users to customise which columns are displayed. However, for our specific use case, simply adding a Projects column would make a significant difference.

When reconciling supplier statements, we often need to identify which project each supplier invoice or bill relates to. While I appreciate that bills can already be filtered by project, this isn't quite the same. What I'm suggesting is the ability to view the associated project directly when looking at a supplier's transaction history, rather than having to switch to the Bills screen and filter by project.

There is a lot of dead space in Clearbooks

This would make supplier statement reconciliations much quicker and more efficient, particularly for businesses managing a high volume of projects and suppliers.

Thank you for considering this enhancement.

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1 Reply

Hi Gareth,

Thank you for the detailed suggestion.

I have raised this as a feature request with our Product team for future review.

Tommy

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