Adding the Distribution Account as a Custom Filter For Invoices.

I use the Invoice Filters In BB FE to generate a list of invoices that will be paid on our next check run. This gives a quick glance at what invoices are scheduled for payment. When I export the file and send it to the CFO to review, she often asks about certain distribution accounts for certain invoices. It would be great to add the Distribution Account as a Custom Filter for invoices so that the report would show those.

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  • Oct 27 2023
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  • Danushi Disanayake commented
    12 Feb 02:23pm

    Agree !! we need to get approval for certain transactions from CEO and the exported file doesn't have distribution by accounts. So without this feature we are unable to move to web view and still working in fast as it provides distribution details.