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Credit Notes in Transaction Reports and Cost Forecasts

Feature RequestDocuments
Customers need to see credit notes accurately reflected in their transaction reports. This is essential for precise financial oversight and to ensure that final cost forecasts are complete and correct. We propose an enhancement to include credit notes as a distinct line item within transaction reports, ensuring their values are properly incorporated into all final cost forecast calculations.
Posted by Sandra Phillips ·
Status: Completed3 comments

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Comments3

  • Gabriel Makinwa changed status to Completed
    Team•

    Aug 25

    Pinned

    Why

    Customers need credit notes to appear accurately in their transaction reports. This is essential for precise financial oversight and to ensure that final cost forecasts are complete and correct.


    What

    Transaction reports and cost reports can now capture credit notes and refunds. For credit notes linked to an invoice, they now show up under the linked invoice with an indent and red text.

  • Gabriel Makinwa changed status to In Progress
    Team•

    Aug 25

    Pinned

    Why

    Customers need credit notes to appear accurately in their transaction reports. This is essential for precise financial oversight and to ensure that final cost forecasts are complete and correct.


    What

    Transaction reports and cost reports can now capture credit notes for refunds. For credit notes linked to an invoice, they now show up under the linked invoice with an indent and red text.

  • Gabriel Makinwa changed status to In Progress
    Team•

    Aug 25

    Pinned

    This can now be done in the platform