Recurring SI is a good option. We are transiting to Manager therefore at initial stage we need to create thousand of invoices for existing customers which is leading to very lengthy exercise. Is there any possibility that Recurring SI can be generated/edited through Create Batch - for the first t…

You can batch create and edit also custom reports. So this is not a reason. I too think that @lubos should enable them everywhere.

[image] Davide: But you can batch create and edit also custom reports. So this is not a reason. I too think that @lubos should enable them everywhere. Thank you for adding the point with further reference. [image] Tut: Think of them as templates @Tut We understand its a template not a…

This is a lot of recurring sales invoices and probably some kind of subscription or indexed lease agreements which need frequent/monthly updates. But anyhow, if an update is needed a Batch update would most likely be very handy in such cases. Also, I can imagine some companies with many non-indexe…

You can manage everything outside and batch create directly the sales invoice periodically. See for example this thread about financing: [image] Financial Amortization Schedule As anyone a good idea on how to create or better import a complete financial amortization sche…

@davide I know about the batch create for sales invoices and I use it alot, but my point was only in relation to some companies, not all companies, if this feature was available. Thing is, for some companies, Excel knowhow and/or amount of data does not always warrant such powerful feature as Batch…

I completely agree with you. That’s one proposal I made a few weeks ago that goes in this direction. [image] Idea - Batch Create & Update Just an idea. Given the importance of these two functionalities inside Manager to create/update great quantities of data and create …

Recurring Sales Invoices and for us recurring Purchase Invoices are great as well. However we also fall into that category where editing them each month is a task, so yes we are very interested in some easy update method for these recurring documents which will make them current and ready to issue (…

@Rajwani You can batch create actual invoices, mark them with a special description, search for them and scroll through the list and copy them to recurring invoices. This isn’t the most efficient way possible, but this the most efficient way available (or at least that I can think of). It would be…

@Ealfardan yes I agree, I had noticed the possibility of this copy approach and I think this is very much a viable method as batch creating of Recurring Sales invoices is probably not done so often. This same method could also apply to Recurring payslips. Another, not as advanced approach, is to c…

Thank you for your suggestions and inputs @Ealfardan and @Tor . [image] Tor: This same method could also apply to Recurring payslips. [image] Copy payslip to recurring payslip Added to the latest version (21.1.35) Manager has recently added this feature; I must be thanks to their team f…

Recurring Sales Invoices | Batch Create or Update

Davide February 5, 2021, 6:13pm 8

I completely agree with you. That’s one proposal I made a few weeks ago that goes in this direction.

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Recurring Sales Invoices | Batch Create or Update

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