Name of Feature/Request: Show Previously applied Bill Credits when Paying Bills
What financial, time savings, or quality of life improvements will occur from this: Frequency: Weekly, dozens of transactions every week when seed payables are due. | I’ve encountered an additional challenge with bill credits. While working on our seed payments for this week, a vendor had four different credits we were taking against open invoices this week. I had to apply each of those credits to multiple open invoices. When applying those credits, it’s time-consuming to find the invoices I could pay out this week to apply them against (I’m unsure what order they show up in the window when applying credits). Once those were actually applied I could then go back and pay the remaining invoices. Once this is done, Striven will only show on the remittance the remaining invoices being paid, it won’t include any of the credits I just applied and what invoices they were applied to.
I’ve attached the remittance from Striven for this payment where multiple credits were applied to open invoices. I’ve also attached the remittance I created so I can provide the vendor with the necessary information regarding the credits I’ve taken and the bills being paid this week.
Please consider an upgrade to have bill credits available to select as an invoice being “paid” (credit taken) through pay bills so this detail is easier to process, to track the history and to communicate to the vendors as well.
Attempted Solutions So Far: Nothing outside of manually applying the Bill Credits, and researching previously applied Credits.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Manually handled right now - They are Importsing Bills and Bill Credits and manually applying them.
StrivenID: 5228052