Idea suggested by Kerry Nuttall 5 days ago
Hello,
Just been completing the bank reconciliation's and came across a supplier who's invoice had not been processed in the Inbox, could a create bill button be added into bank recs?
Thank you
Hi Kerry,
No problem at all, I will pass your feedback onto our Product team. And yes, the ability to add credit notes via the inbox is something that has been logged with them and hopefully, is something we can implement in the near future.
Tommy
Hi Tommy,
Thank you for the response. I think the Inbox file pop up would be a good idea, one for credit notes too for the refunds. Would we be able to process credit notes in the inbox too ? Currently i can't see a way to process them the same as bills. But it would be handy
many thanks Kerry
Hi Kerry,
Thank you for your suggestion!
Currently, you can create this as a new expense from the bank explain page, which will create a new paid expense for that supplier. You can also attach a file to that new transaction too using the link next to the save button.
We have considered a way of linking unreviewed bills inbox files to bank explain transactions. Perhaps we could offer bills inbox files in the attachments pop up and choosing to attach it would move it out of the bills inbox?
Tommy
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