Our team heavily relies on the Prepaid module, but we are running into a few friction points during our month-end reconciliations. We would love to submit the following feature requests to improve this workflow:
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Invoice Approval Status on the ‘All’ Screen: Add the bill’s approval status directly as a column on the main ‘All’ screen. Currently, we have to manually look up each bill’s status. Seeing this at a glance would help us immediately identify which approved invoices will amortize in the current month versus which unapproved items will require future catch-up entries
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Full Edit & Reversal Capabilities: We need the ability to edit active prepaid entries to update departments or accounts mid-year or for future budget cycles. Additionally, we need a way to easily reverse and re-enter incorrect prepaid entries
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Catch-Up Entry Visibility: Please consider adding catch-up entry data directly to the Overview screen, or at least including these details as a dedicated column in the Prepaids CSV export
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Month-End Selector for CSV Exports: Currently, the prepaid export defaults to the exact day the report is pulled. When reconciling the prior month, this inadvertently includes data from the current month. We need a period/month-end selector on the export tool so we can pull data for a specific closed period without future month data bleeding in
These updates would significantly streamline our monthly prepaid reconciliations.