Batch editing and deleting invoices
There is currently no way to batch delete invoices. Old invoices can be an issue when it comes to deleting POLs. For those of us with thousands of invoices to delete, it would be extremely helpful to have a batch delete option.
Additionally, a job to set invoices back to review (in bulk) would be very helpful.
[If this idea has already been posted, please let me know]
Anonymous
shared this idea
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Johanna Lucignoli
commented
I would also find it helpful if the invoices could also be processed / delete or set back to review directly in POL. So far it is only possible via vendors or directly via calling up the invoice number.
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Rena Yao
commented
Since we have to approve a lot of invoices and input the same payment information to a pile of invoices, is it possible to 1) set a certain number of invoices as a set and approve them in batch, and 2) update invoice payment information in batch as a job (similar to update PO line information)? Detailed information are as follows.
1. Add invoices as sets
Add invoice to ‘set content type’, and enable add contents from file to set so that a certain number of invoices can be grouped as a set.
2. Add new jobs
a. Update invoice status
Approve/send back to review invoices as a set in batch.
b. Update invoice information during ‘waiting for payment’ session
This is similar to update PO line information job, enable user to set payment status, input payment identifier and set payment date in batch for invoices as a set.