Invoice inquiry limitations

Answered

Clovis Drummond

• February 23, 2024 15:52

The current invoice inquiry feature is lacking full functionality. Whilst we can retrieve an invoice and related attachments we cannot see the allocations. In order to see how an invoice is allocated on have to go to custom reports to further investigate. My preference would be to have access to the allocation detail within invoice inquiries functionality. 

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  Fourth Customer Success Portal

  • February 27, 2024 14:33

  Hi Clovis Drummond,

  Thank you for your idea. We already have two existing ideas related to this below:

  • Invoice Audit - One place for history review
  • Add Details/Print of Invoice Log Details to Invoice Inquiry

  We would encourage you to vote on these ideas to receive attention from our product team.

  Thanks,
  Fourth Communities Team

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