When in the cash receipt selection window in AR, there is not a button to search quickly for invoices. I recommend a "search" or "find" button be added with an option to search by invoice #, amount or date. I have a client with over 150 invoices and this "button" would help find invoices quickly. Thanks!
by: Terri S. | over a year ago | 1 Financial Management
Comments
Yes this is definetley needed!!!!!!
Better option would be to apply cash by having the option to enter the invoice number OR the customer ID, and then have the system automatically pull in the rest of the information based on which one you choose. Almost all payments list the invoices that are being paid on the remittance, or the check stub, but I frequently have payments come in from companies that are different or have a variation to the name that can make it difficult to figure out which customer to select so it makes the most sense to be able to enter the invoice number first.