Credit Note Allocations

When allocating supplier credit notes to existing bills within the Credit Notes screen, the current allocation view only displays the ClearBooks bill reference, which is an internal reference generated by the system.

As this reference is not the supplier's invoice number, it can be very difficult to identify which supplier invoice the credit note should be allocated against, particularly where there are multiple invoices from the same supplier.

It would be extremely useful if this allocation screen included an additional column displaying either:

• Supplier Invoice Reference (preferred), or
• Supplier Invoice Date

Having either of these fields visible would make it much quicker and more accurate to identify the correct invoice and allocate supplier credit notes, reducing the risk of errors and improving efficiency. The supplier invoice reference would be the most valuable addition, as this is the number shown on the supplier's credit note and is the reference users naturally work from.