RELATED IDEAS
Include checks in "To Pay" in the invoice search function
When I am searching to see if a recent invoice/check was paid, the invoice search shows me printed (paid) checks and 'open checks'. However, checks that are sitting in "To Pay" are not included as open checks, resulting in a search result of 'none', which makes me think the invoice hasn't been processed.
To expand on this a bit.
One key issue we identified is the lack of visibility into the invoice status. Currently, there’s no indicator showing whether an invoice is under review, awaiting approval, ready to release, or pending payment. Initially, I looked at the check status, but that only reflects the check—not the invoice itself. In fact, there is no dedicated invoice status field.
We recognize that some statuses are not part of the workflow (e.g., To Pay, Paid, Voided, Canceled) while others are workflow. To address this, we’re floating the idea of additional icon indicators next to the checkbox—similar to those used in other screens to denote recurring items or priorities. These icons could visually represent the current state of the invoice, giving users more insight and helping ensure that all checks are properly printed, paid, or released.
For larger clients, it might also be beneficial to filter by invoice status directly from:
Standard Search
Enter Invoice (search function)
Accounts Payable Open and Paid Invoices Report
We believe these enhancements could significantly improve usability and accuracy in invoice processing.