Hello,
I recently came onto a project where the client was switching from Quickbooks Enterprise over to Business Central. I'm working with the accounting department and helping them with learning the software and figuring out how to make the most efficient use of their time.
In the past with Quickbooks, the workflow typically involved them entering an invoice and paying it all in one motion, but with Business Central, they have to post the invoices, and then go to the payment journal to pay it, so the workflow they were recommended was to add all of their invoices first, then open the payment journal and pay them all at once. Here's the problem we're running into with that though...
The accounting team has multiple users all entering their own invoices, every invoice having a different vendor, and then having to pay the invoices they create. This creates a problem when it comes to use the Suggest Vendor Payment option to add all of the payments. Let's say there are 5 users and they all add 20 invoices, we now have 100 invoices, from possibly 100 vendors. So now if they want to use Suggest Vendor Payments as they were trained to do, they have either add all of the invoices manually by filtering by vendor, which means having to run Suggest Vendor Payments 20 times, or they have to run it without a filter and and then go through all the other user's invoices that haven't already been added to other batches and remove them from their batch.
Surely it can't be that difficult to grab just the 20 invoices that the user wants. My initial thought is that there must be a way to Suggest Payments based on Invoice metadata so that while entering the invoices they could add some kind of identifier that they could filter by, and only grab those payments, but that doesn't seem to be the case. One of my ideas was that maybe the Assigned User ID field could be used in such a way that only the user assigned to the Invoice could add that invoice to a Payment Journal batch, but that didn't pan out in my testing. It could be a permissions issue, but I'm either not familiar enough with the system to find that permission, or it doesn't actually exist.
It's possible they'll just need to change their workflow to fit the system, but if there's a way to solve this problem out of the box, or with minor changes, that would be ideal. Any suggestions will be considered!
Thanks! Also, apologies if the filters are wrong.
