Summary of changes:
Payment list schedules now include stuck invoices count which helps internal team in knowing the syncing status of synced invoices.
Roles Impacted:
There is no particular role impacted as this additional information is only available for users with Send to Xero privilege (Internal team)
Value this change will add:
This feature is introduced so that Accounts payable team does not have to depend on Support incase of invoices which are not synced due to Xero lock dates and added credit notes. And the Users with this privilege can reprocess these themselves rather than waiting on for product support team response which sometime results in delayed payments.
Payment List Schedules Tab:
1. To view sync status once the batch is approved user can select Schedules>All Schedules
2. Invoices column will now show stuck invoices count in red which needs to be processed manually.
3. Once the Stuck invoices are synced each invoice under selected schedule will have status updates as “Sent to Xero”
Assumptions and Limitation:
• List is managed by Support team.
• All the users have this privilege added to their roles.
• Before reprocessing invoices, the lock dates are removed from xero.
• All the invoices with attached credit notes require manual updating of planned dates.
Impact:
This change will have no impact on existing functioning of the application.
Support:
In case of any queries related to this change or any issues faced moving forward, please contact us on productsupport@wenodo.com
Also, for adding access to internal accounting team, product support team requires approvals from Team leads.