What: A unique consecutive number for Purchase Invoices.
Why: When you write this number on the original purchase invoices you can easally find them back when the have been stored.
What: Add a due date for suppliers.
Why: So when you create a new Purchase Invoice and select a supplier the due date is automatically filled.
What: For the Purchase Invoices add the possibility to add a scan or jpg of the original invoice.
Why: Just because it’s convenient.
What: Reference number for purchase invoices.
When: Already, for a very, very long time.
Where: On the very first line of the Purchase Invoice form.
What: Due date for suppliers
When: Already, for a very, very long time.
Where: On the very first line of the Purchase Invoice form.
How: For suppliers, you’re meant to transcribe the Due Date from the invoice you receive from the supplier into the Due Date field. This can’t be automatic, because Manager has no way to know what date appears on the invoice the supplier sends you. If it were to guess, it might not be the right date and you might pay late (or early).
What: Attachments.
Where: Already in the Product Roadmap.
What: Add a unique consecutive number for the Purchase Invoices.
Why: When you write this number on the original (paper) purchase invoices you can easally find them back when they have been stored. And you don’t have to remember the last number and can´t make a mistake by using the same number twice.
What: Add a possibility for a default due days for a supplier.
Why: So when you create a new Purchase Invoice and select a known supplier who has usually the same number of due days (for example 30 days) the due date (as default) is automatically filled in.
new:
What: Add a possibility for a default account for a supplier.
Why: So when you create a new Purchase Invoice and select a known supplier the account (as default) is automatically filled in.
What: For the Purchase Invoices add the possibility to add a scan or jpg of the original invoice.
Thanks @Jon for pointing me out that it is already in the roadmap.
I think this was a conscious decision by the developer to require recording certain fundamental information (supplier, due date, and supplier’s reference number) before proceeding to the rest of the purchase invoice. This two-stage process was implemented specifically because so many users were having troubles traceable to not including this information. The same was true for similar information on customers on sales invoices.
Many, many users purchase items from suppliers that go to different accounts or subaccounts, whether those be inventory items or other operating purchases. Default account assignments are likely to cause more problems than they solve. Even purchasing the exact same thing might require assignment to different accounts, such as when buying for inventory versus buying for immediate internal consumption.
Plus 1 for default due dates for suppliers (and customers)
Plus 1 for default account for suppliers. We only use 2 accounts for 2 different types of suppliers.
I just want to type in purchase invoice date and supplier then due date and account are auto-filled. Much quicker when you have hundreds of purchase invoices to input.
What if there is an option to set the Company’s default due by dates under settings for both invoices and purchase orders?
For example the policy of all the companies we administer have due by dates for the payment of accounts set for the 20th of the month following the invoice date (Invoice creation date). The same stands for purchase invoices that the company has to service.
@compuit Usually the seller is the one who sets the terms. So i think you shouldn’t use a general default due date (days) for all the suppliers but one on suppliers level.
@sparky Seems that you don’t need 
a unique consecutive number for the Purchase Invoices. Can you (or anyone else) tell me how you find your stored invoices back without searching them all.
@tut Both are complementary and if you don’t use them nothing changes. For me (and i think for many of us) these options would be a big improvement and i most certainly would use them.
Correct - The invoice due by date could be set globally say under settings in accordance with the company’s policy / terms with customers and suppliers. Also I would see it as general default for a particular company that has the value set. This can reduce extra clicks in invoice and purchase invoice creation.
By storing them alphabetically within years, not by a perpetual consecutive number system which doesn’t have any constructive relevance. So for any particular year the invoices for a supplier are stored in date order within their alphabet order. The family business has used this system for decades and it never takes more then a minute or so to source a document.
Thank you for sharing your solution. I agree that this way you can find your invoices back within minutes but storing the invoices can take some time especially when there are a lot. But don’t you agree that if you just could write a by Manager generated consecutive number on the invoice and just have to put the invoice on a “stack” would make it easier for both storing and retrieving invoices.
Physical storage - Supplier invoices are filed per supplier in date order within monthly tabs, within each financial year.
Digital storage - all our supplier purchase invoices are emailed to us and are automatically filed into their individual supplier folder. It’s a quick search by date and or supplier purchase number.
No, that same business has changed accounting systems as technology has developed therefore any numbering system would now be redundant as far as retrieving documents as those accounting or storage systems are no longer functioning as noted by @Jon in his latter comments in the topic Making the General Ledger Transactions report more useful
Yet the filing system has stood the test of time regardless of the technology changes.
The software i’ve been using until now has the unique number system and it works fine for me. I agree that the methods you are using also have their benefits but i think it would be an improvement if the option was there so you can choose the method you prefer.
A post was split to a new topic: Suggestion for default supplier