Can we add a filter added for the invoice received date? This would allow us to filter our invoices from oldest to newest as needed.
Admin
Kyle Wegman
May 20, 2025
Got it @Guest thanks for the feedback. Dave and I are going to be sending out a survey to all customers on which columns/data are the most valuable- which current columns we could remove, and which new ones would be best to add in. Looking forward to the results, I'm sure this will get a lot of votes.
Hey Kyle! I am trying to "@" you but nothing is populating when I do so. We want ot be able to sort by invoice received date. We go in order or paperwork being received, the only way the terms would be helpful is if we have QP involved, but even then, all of our terms would have to be incorporated and the QP thing is not worked out yet. However - invoice received date is the most important - mainly because we work it from top-down in the order it was received. This is what had our Days to Bill at 4 when we first moved to Navix.
Hi @Guest (and @Guest ) thank you for submitting this idea- to drill in a little further- It sounds like, as opposed to a filter you would like to see this as a sortable column?
In the longer run, would Invoice Received Date or Due Date (Received Date + Payment Terms/Days to pay) be more useful to sort up to the top?? Personally when i was an auditor I preferred sorting the earliest Due Dates to the top to account for Payment Terms
Be able to sort all ques by invoice received date. Most everyone needs to audit oldest to newest received, but right now there is no way to have that visibility.
Jessica Franklin
4 months ago
in Audit Workflow
1
Future consideration
Got it @Guest thanks for the feedback. Dave and I are going to be sending out a survey to all customers on which columns/data are the most valuable- which current columns we could remove, and which new ones would be best to add in. Looking forward to the results, I'm sure this will get a lot of votes.
Hey Kyle! I am trying to "@" you but nothing is populating when I do so. We want ot be able to sort by invoice received date. We go in order or paperwork being received, the only way the terms would be helpful is if we have QP involved, but even then, all of our terms would have to be incorporated and the QP thing is not worked out yet. However - invoice received date is the most important - mainly because we work it from top-down in the order it was received. This is what had our Days to Bill at 4 when we first moved to Navix.
Dave and I are going to be sending out a survey to see which filters are the most valuable to keep / discard or reformat
Hi @Guest (and @Guest ) thank you for submitting this idea- to drill in a little further- It sounds like, as opposed to a filter you would like to see this as a sortable column?
In the longer run, would Invoice Received Date or Due Date (Received Date + Payment Terms/Days to pay) be more useful to sort up to the top?? Personally when i was an auditor I preferred sorting the earliest Due Dates to the top to account for Payment Terms