Submit Your Suggestions for Jobpac

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Allow cost pending invoices to be sorted by creditor

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.

  • Ricardo Beatson
  • Jul 9 2019
  • Already exists
Company Beatson Group Ltd
Job Title / Role Office Administrator
I need it... 1 month
  • Attach files
  • Admin
    Andrew Tucker commented
    July 10, 2019 06:05

    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*

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