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November 7, 2024
Accounting

Improved Access to Invoicing Data

Invoicing
Sales Orders

We’ve made several updates to the invoice grid to enhance clarity and support more informed decision making:
- Future Invoice Indicator: New icon for future invoices indicates why they are needed.
- The Sales Order column now includes the Order Total for a clearer view of each order’s value.
- SO Balance Column: This column now displays a balance only if the row represents a future invoice, helping to easily identify outstanding amounts.
- Invoice Total Column: Displays the invoice total of existing or future invoices, without taxes, making invoice totals easier to track.
- Removal of Confusing Totals: We’ve removed the general Total column to reduce confusion around displayed values.

These enhancements directly support accurate calculation of Unissued and Needs Action KPIs directly from the values displayed on the grid.