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10 VOTE
Status Planned
Categories Audit Workflow
Created by Kyle Wegman
Created on Dec 11, 2024

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Payment Due Dates and Quick Pay

Many auditors sort and work their queue of invoices based on which payments are due the soonest. This is calculated by invoice received date + Payment Terms.

This is a more valuable field to have on the Audit Queue than Ship Date, as users can sort the payments due the soonest to the top.

This can also help with Quick Pay invoices as their due dates would be sooner and would flow to the top.

The idea is to calculate the Due Date, and to show this Due Date in the Audit Invoice queue, allowing users to sort/filter by it.

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1 VOTE

Surface/Calculate Payment/Due Date

Merged
We currently capture received/created date and we capture the payment terms (both on the invoice and the order). Customers want to know the payment or due date and be able to sort by the due date so they not only work first in first out but also p...
Ashley Smith 9 months ago in Audit Workflow 0 Planned