We would like to see the cost pending invoices screen to be filtered by creditor. I know you can partly do this but you have to select a job or location as well. We have a lot of our invoices coded by Project and Factory Managers and it would be a lot simpler if they could see all the registered invoices for one creditor at once as opposed to having to work through each job.
Another thing that would be handy on the same screen is to filter the registered invoices by whoever made the purchase order for that invoice. Obviously this would only apply to invoices that have PO's attached to them.
Company | Beatson Group Ltd |
Job Title / Role | Office Administrator |
I need it... | 1 month |
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Thanks Ricardo,
I will look at that in more detail but on first read I think we can solve
some of those problems already. It is possible already, for example, to
look at an "All Invoices" view by a different menu option that collects
invoices for all Jobs. On that screen you can filter creditor by creditor.
This may help. Or you can setup your people as locations and assign
invoices to different people. You can also apply filters on the PO numbers
to ensure not blank and then apply additional filters by Project manager or
Job etc
If you need help refining this process I highly recommend getting in touch
with a consultant who may be able to help you streamline. They might also
be able to improve batchin and approval processes at the same time.
thanks
*ANDREW TUCKER* *Sr. Product Manager APAC*