In 4-2 AP Invoices list, you have a column for Vendor and a column for job.
The Vendor is the Vendor ID, not the vendor name.
The job number is the job ID or reference number, not the job number we create, use or know.
If I just entered an invoice for Joe's Auto Supply, When I pull up the list, I want to see Joe's Auto Supply as the last line. I also want to see the Job Description (My job number, short name).
Then I would like to see a total amount to make sure I entered everything OK.
No one remembers Vendor IDs or Job IDs.
Filter by Vendor Name to see if this invoice is a duplicate amount of any other invoice so I would know I am not being charged twice. Currently I have to go back into vendors, Open Invoices.
Also, Why just Open invoices or Paid Invoices in 4-4 Vendors, Why not option for all?
I can't hide columns and save as a new default grid like I can in other grids.
by: Brian P. | over a year ago | Accounts Payable
Comments
Just use a report # higher than 30 and it is sorted by vendor and or job, with notes, etc. That's why there are so many choices
Not that I'm 'downing' this idea, but you know you can override the default 'next' numbers the system assigns to new records when you first create them, right? You could just make Sage use your own job numbers and vendor numbers. This would probably help you a lot.