Add "Invoice Notes" field to each AR invoice
We require a field (500 - 1000 character limit) which we can link to in BI reports to enter notes on each invoice for debtor chasing purposes. Currently there is no field with adequate character limits to capture information in the required detail. This will help when generating AR reports through BI and assist internal division staff with the progress of invoice recovery and summarise external contact with debtors.
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Company
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Enviropacific Services Pty Ltd
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Job Title / Role
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Trainee Accountant/ERP Admin
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I need it...
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Yesterday...Come on already
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Thanks Jonathan,
We will keep this one in mind and watch votes.
ANDREW TUCKER Sr. Product Manager APAC
Hi Andrew,
we have tried to use the extended text using right click however this still only pulls line 1 which limits us to 50 characters still. A free format field with a limit of 500-1000 characters or the ability to merge all lines from the extended text editor without doubling up on invoices in the report here would be perfect for our needs.
Got it. And just to confirm you are drilling in to add extended text using right click?
I can see how we could potentially address in your BI Report and that could be something to raise with Frikkie.
But also can see possibilities to switch to our free format extended text editor.
Thanks Jonathan will watch votes and consider as we build future roadmaps. I can say that a majority of our accounting uplift this year will remain on the AP side but we always like to put suggestion box items in the mix to deliver quick wins for our customers where possible.
Thanks again
ANDREW TUCKER Sr. Product Manager APAC
Hi Andrew,
We have tested these options and the 50 character limit is an issue. The current report we have reads from the general notes field in each invoice but if we add in a second line to increase the character limit the invoice gets repeated on the report which throws off the total AR balance.
If this field could be increased to 500-1000 character limit per line we could use this to draw the notes from.
Hi Jonathan,
Have you tried the Detailed Follow up actions notes from AR Debtors Enquiry?
1. Debtor Notes - You can go into AR enquiry and select a debtor to see their list of Invoices. At this level from the Actions list you can add debtor follow up notes and on each line you can add further text to quite an extent.
2. Invoice Notes - If you go to the AR enquiry, select a debtor and then select one of the Invoices so that you can see the invoice details, then you can add Invoice specific follow up actions. And in the same was you can right click on any follow up note and add extended text to quite an extent.
Let me know if this satisfies your requirement.
I can see a small improvement to bring the Invoice notes onto the summary screen by rightclick.
Thanks for your suggestions.
ANDREW TUCKER Sr. Product Manager APAC