Multi Line templates for certain supplies
Hi,
We have certain invoices we receive regularly for the group that are always split between 4 departments, some equal parts, some %, some set value.... What would save us lots of time is if we could set iCompleat to generate the correct number of lines and split an invoice over those lines by value or %.
Currently we override the one line extracted then duplicate the line 3 times changing the dept on each line and then manually calculate the element for each line.
Just having the number of lines pre set would be a big help but having iCompleat calculate the net would be even better and save time manually calculating.
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Hi Carly,
Thank you for posting your feature request!
So I can understand your requirements in a little more detail, I just have a couple of questions:
Regarding the single line that you’d like iCompleat to split – does it appear as a single line on the invoice itself, or is it already split on the invoice & iCompleat isn’t extracting those multiple lines correctly?
Is automatic line-splitting something that would be useful across multiple suppliers that you deal with?
All the best,
Cat
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HI Cat,
Thank you for your reply. Yes this is something across multiple suppliers. The invoices tend to have multiple lines but those lines in themselves are not always relevant to the split so extracting them has no benefit. There are 2 different ways we may need to split these invoices.
Eg1 Supplier 1 issues a recurring monthly invoice where the value could change depending on activity. A £2000 invoice total may have 3 different elements, line 1. £1000 2. £700 3. $300 however we don't necessarily need each line split across 4 depts as they all generally go to the same nominal code within those depts. Therefore we more often just want the whole invoice split equally between 4 departments. £500 Dept 1, £500 Dept 2 and so on...
Eg2 Supplier 2 issues a recurring invoice for the same value every month. An invoice with multi lines as above may need to be split with £250 to Dept 1 & 2, £500 to dept 3 and £1000 to dept 4 again regardless of lines printed on the invoice.
If we can set it up so any invoice from a certain supplier will get split by equal % across a set number of lines that would be a great start but being able to also allocate a value or a different % to each line for fixed invoices would be even better.
Kind regards
Carly
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Hi Carly,
Thanks for taking the time to provide some more detail & giving such useful examples. I can see what you mean now - particularly with regards to repeat invoices from suppliers that you'd like to add an additional layer of automation to.
This Community is brand new so it may take a little time for your fellow iCompleat users to spot your request and start voting & commenting. We're sure it won't be too long, so watch this space!
Thank you for kicking things off with our first ever request!
All the best,
Cat
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