Submit Your Suggestions for Jobpac

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Ability to download invoice with invoice notes

It would be nice to have a query where you can download a range of invoices with invoice notes on them. The download file would also show the notes of course. This would greatly benefit reporting as with that we can input more specific notes on invoices and be able to better monitor them.

  • Guest
  • Oct 17 2022
Company North Construction and Building
Job Title / Role Accounts Payable Analyst
I need it... Yesterday...Come on already
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  • Admin
    Andrew Tucker commented
    October 18, 2022 01:03

    ok cool. So are you all sorted now Danny?
    cheers
    Andrew

  • Guest commented
    October 18, 2022 00:53

    Using it now. This is exactly what I need.


    Thank you!

  • Admin
    Andrew Tucker commented
    October 17, 2022 22:18

    thanks Danny. I'll have a look at that.
    By the way, are you using the "New AP Enquiry"
    cheers
    Andrew

    *Andrew Tucker | **Sr Product Manager APAC*

    *Trimble Viewpoint*

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  • Guest commented
    October 17, 2022 22:05

    Hi Andrew,


    A new query would be good, or you can add it in as a feature in AP/ Invoice Enquiry. The idea is that we can filter invoices with invoice notes in them and see the notes on the download. I had this idea as we need to mark invoices that are for urgent payment and having this feature would greatly assist with that.


    Thank you!

  • Admin
    Andrew Tucker commented
    October 17, 2022 04:07

    Hi Danny,
    Can you elaborate a little further on this one.
    Where would you ideally like to see this download? do you have a preferred
    screen? AP Enquiry? or is there somewhere else that makes sense to you?
    cheers
    Andrew

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