Invoice Allocation Templates
complete
M
Mike
It would be great to be able to save allocations (templates) for invoices based on percentages (e.g. automatically calculate a 75%/25% split between components if that allocation was selected). Many other payable softwares have this feature and it would be a time saver!
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C
Camille Atere-Roberts
updated the status to
complete
Splitting templates are currently available in the advanced settings for editing Vendors. If you’d like help locating or configuring that workflow, your RETC can walk you through the available options.
C
Camille Atere-Roberts
Appreciate you surfacing this suggestion! Although it’s not in our development pipeline at the moment, we’ve captured it for internal review. If you'd like help identifying potential workarounds or related features, your RETC is happy to assist. Upvoting this request will help inform our future priorities.