Add the paid date on the AP Enquiry screen
When a creditor queries a payment made on a specific date, we could quickly filter for the associated invoices. At the moment we have to individually click into each invoice entry to see the paid date.
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Company
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Apollo
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Job Title / Role
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Accountant
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I need it...
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Yesterday...Come on already
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Unfortunately there's no 1-to-1 relationship between an AP invoice and payments; there can be multiple payments for a single invoice. Jobpac would have to enforce some logic for a payment date to display in the AP enquiry screen (like most recent payment date) which could then be a bit misleading.
There is a way to do this: Go to AP enquiry, and put in both Creditor Code and Bank account GL number into the bounding screen. Then hit OK and you can further filter by date, eft number etc. Then double click on the relevant payment and it lists the creditor invoice numbers. Unfortunately it is by dissection so you do get duplicates, but this is still easier than reprinting a remittance.
thanks Emily
Suggestion received.