Name of Feature/Request: Recall Last Function Presenting Error
What financial, time savings, or quality of life improvements will occur from this: Allow for payment terms such as “Due on the 10th of every month” to be added vs. always requiring a set number of “Term Days”. This will allow for the recall last function on bills to work with different custom payment terms.
Attempted Solutions So Far: None Listed
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: strivensupport@task.striven.com
Chat on crhnorthwest.striven.com
Conversation started on Tuesday, September 24, 2024, at 19:33 (GMT+0) [19:38] Trinadee Grimmett: Hello! I’m wondering why when I add a bill and have “Recall Last” checked it tells me there are no transactions to recall when I just created a few bills from the same vendor. I can see the bills in the Vendor area. Sometimes it will recall transactions (they have to be open and not yet paid, but it doesn’t always work (eg. like today) but it never recalls when the previous bills have been paid. [19:38] Courtney has joined the conversation [19:38] Courtney: Good Day Trinadee! [19:38] Trinadee Grimmett: Hi Courtney! [19:39] Courtney: Could you send me a full screenshot of the bill or page you are referring to? [19:39] Trinadee Grimmett: Sure, give me just a moment! [19:41] Trinadee Grimmett: Here is the Add Bill page telling me there are no transactions to recall and the transaction list of the vendor with the bills I just added today.
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/66f314183a6a468457118881/v/8526f52ed5767c6b1987b0155a6c2035ba502e33/image.png
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/66f314183a6a468457118881/v/55027951a8a24d9db9c8b980fde799656e434ddb/image.png [19:41] Courtney: Thank you for sending that. Give me just a few moments to look into this for you. [19:48] Courtney: Can you provide a screenshot of one of the bills that were created today? I don’t see any in the second screenshot with today’s date. [19:49] Trinadee Grimmett: They are bills from July/Aug [19:49] Trinadee Grimmett: Here’s the latest one I created
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/66f314183a6a468457118881/v/c85994c5fa4673a13500eb50da1894aad4feacde/image.png [19:50] Trinadee Grimmett: Which was created today, but the invoice date is for August [19:51] Courtney: Ok thank you for clarifying. Give me just another moment. [19:54] Courtney: Which information are you looking to recall? For example are you looking for the item to pre-populate? [19:57] Trinadee Grimmett: Well sometimes the previous bill will recall/copy the payment terms, memo, account line, and class of the previous bill. But I can’t figure out why that only happens sometimes and never when the previous bill isn’t open anymore. Even in this case the previous bill IS open and it isn’t recalling. [20:03] Courtney: For this I will need to create a task so I can look into this further. It will require more testing to determine what is going on. Is this ok for you? [20:05] Trinadee Grimmett: That’s fine with me, thank you! [20:06] Courtney: Ok great! I will get the task created and follow up with you through the discussions with updates. [20:06] Courtney: I hope you have a great day! [20:06] Trinadee Grimmett: Thank you Courtney! Have a great day! [20:06] Courtney has left the conversation No tawk.to live chat account ? Create one for free here!
StrivenID: 4799914