See what is yet to be paid
J
Jessicah Win
On the needs action screen, I would like to be able to see the total $ amount of invoices that are not part of a batch payment. Ie sort similar to status (coded/uncoded) to show part of batch/not part of batch, including the total $. This is so I can see the total amount of Direct debit fund required and manage this in my bank account.
I would also be open to seeing this on the bill tab instead/as well.
People have been asking for more tools to manage Direct debit invoices for a long time, when will this be coming?
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Mikayla - Farm Focus
Hi Jessicah, thank you for your feedback.
You can use the Working Plan in Current month view and open the Balances tab to see the expected bank balance after each invoice due date.
The Bill payments tab also pulls in all invoices in your Needs Action screen listed by due date and shows you the expected bank balance on the right hand side after each date.
This is something the Farm Assistant will be able to help with going forward - the team will look into that from this end.
J
Jessicah Win
Mikayla - Farm Focus Neither of these solutions actually solve my issue - Direct debits are due on the same day as regular invoices, but there is no visibility or management over these. I don't see how Farm Assistant will be able to help when there is no way to identify which of the outgoing invoices are direct debits- as I mentioned, something people have been asking for for a long time. Because of the lag time between paying the bills using batch payments and the transactions appearing and therefore being able to be matched in FF, there is a gap in how we are able to group, manage and exclude bills that have been already paid, therefore meaning the balances are not nessecarily helpful.