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How about being able to filter the invoices list by overdue?
It would be great to be able to be able to filter the invoices list by overdues, with the list sorted by age.
So perhaps the menu on the left shows Invoices , recent, overdue, By Year, recurring scheduled to email, invoice gallery.
To take this a bit further, it would be nice to be able to a simple note to an invoice, for internal use only, which could be used to log any chasing that has been done or other information specific to that invoice.
So perhaps the menu on the left shows Invoices , recent, overdue, By Year, recurring scheduled to email, invoice gallery.
To take this a bit further, it would be nice to be able to a simple note to an invoice, for internal use only, which could be used to log any chasing that has been done or other information specific to that invoice.
I’m hopeful
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Inappropriate?Andy,
Good idea. Perhaps an Unpaid list, so including towards the bottom invoices which are sent but not quite due yet. We should use colour coding or 'badges' to indicate invoice status more obviously, too, really.
And I like the note idea too - we could also automatically append when the invoice was marked as sent etc.
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Inappropriate?Nice touch with the badge/colour idea as they do tend to get lost in the list.
Making the note info an invoice history would be great, so manual comments and automated ones can be read as a summary of what happened when.
Might be growing this a bit too much but you could include the users name than added the comment a bit like
21st May 08 Andy said...
Called Bob and asked nicely to be paid
23rd May 08 FAC said...
Invoice marked paid
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Inappropriate?Can I add another voice to those who'd love to have the ability to filter invoices by status - most importantly, open and unpaid invoices. The colour highlighting in the current list helps, but quick access to a page of just open/overdue invoices would be a great help.
Many thanks.
I’m hopeful
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Inappropriate?Hi Tom,
We're very keen to do this. It's just a bit of a struggle finding time with all the other features we're working on at the moment.
Rest assured though, we'll be rolling this functionality out across FreeAgent in due course, so you'll be able to filter and sort all kinds of data tables.
I’m wanting this too!
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Inappropriate?This weeks release saw the implementation of our new flexible tables for invoices so you can now view all overdue and open invoices as well as some other views.
It's still a work in progress, and we'll be improving this in the coming weeks, but we'd love to hear your feedback. Is this flexible enough or would you like to have more control over the data?
We'll be rolling this out across the app over the next few releases, so stay tuned for updates.
I’m happy we got round to doing this!
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