Discussion and follow-ups on bills, invoices and journal entries
What moves
Supplier bills, customer invoices, journal entries and e-invoicing filings show the shared message thread, followers and scheduled activities of the record.
Before you start
- Accounting in your plan
- Permission to read and write notes
Step by step
- Accounts payable clerkAccounting & E-Invoicing
Opens a supplier bill and writes an internal note asking why the amount differs from the order.
You see:The note is saved on the bill with the author's name.
- Finance controllerActivities Workspace
Follows the bill and schedules a follow-up call to the supplier for Thursday.
You see:The call appears on the bill and in the controller's own list.
- Accounts payable clerkAccounting & E-Invoicing
Opens the bill again and reads the reply.
You see:Sees the thread, followers and the scheduled call together with the bill's change history.