Hi Guys,
I would like to have the ability to search by invoice number when while allocating bank deposits in BankFeeds.
Most invoices (including the standard invoice layout in AccountRight) asks the customer to quote the invoice number when paying by EFT, however, ARL does not give the user the ability to search for the invoice while creating a new customer payment in Bank Feeds without going to a new screen.
Please could we have this feature in the next release of ARL.
Thanks,
Alan
Thanks for your feedback AlanT I understand that currently there isn't a away to search for invoice number on the bank feeds screen. And as the invoice number is often included in the statement text to indicate who is paying and what invoice is being paid, having the invoice number be searchable would be very convenient.
You're idea has been marked as a duplicate as a similar idea has been raised. Though the suggested process for doing so is different, the goal is the same - to have the invoice number be easily searchable from bank feeds. With multiple copies of the idea left active the votes can be split between multiple suggestions making it harder for us to gauge the popularity of an the idea.
If you have comments regarding how to achieve the ability to search by invoice number from the bankfeeds screen, I'd recommend that you post them on the active idea linked above, to ensure that they will be seen,
In regards us CTRL+Y to bring up the find transactions screen, while this is disabled after clicking 'new' and selecting 'receive payment', it active on the bank feeds screen before clicking 'new'. While this isn't as convenient as being able to search directly in the bank feeds screen itself, it may be useful as a work-around for the meantime.
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