Vendor Balances - Unable to see attachments in Cloud version(Classic version works fine)
When in vendor balance mode, you can drill down on you entries. In the classic mode, if you double click on an entry it would take you to the entry where you could see all attachments(invoices) that went with you entry. In the Cloud version, you cannot do that, but it would be very helpful and time saving if we could.
Comments: 11 Oldest | Newest | Most likes | Fewest likes
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26 Oct, '23
John Michael AdminHi Armando,
Thank you for the suggestion, a very reasonable one. We'll put this one out in the community for voting. Thanks again!! -
18 Mar, '24
Abeer Ghanem MergedWe switched to MIP cloud to be able to attach invoices when we record transaction. The thing is when we pull a vendor name from the vendor balance, we can't see a copy of the invoice. That's why I suggest that you make it possible to access the invoices in MIP cloud when pulling a vendor name to review payments. The only option now to attach an invoice after it's posted or to view an invoice that's already paid is through manage sessions and you have to pull the whole batch.
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04 Apr, '24
John Michael Admin"Vendor Record Attachment" (suggested by <Hidden> on 2024-03-18), including upvotes (1) and comments (0), was merged into this suggestion.
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31 Jul, '24
Sharine B MergedMIP Cloud - One cannot drill down to the payable from Vendor Totals view. As it is now, we can only see the details of the invoice in Vendor Totals, but cannot double-click the invoice (as we can in desktop) to then memorize the entry and avoid re-keying it in the future.
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01 Aug, '24
Tracey Admin MergedHi Sharine, Thank you for your request. We'll put it out for voting!
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01 Aug, '24
Tracey Admin"Drill Down to the Invoice in MIP Cloud" (suggested by <Hidden> on 2024-07-31), including upvotes (1) and comments (1), was merged into this suggestion.
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04 Dec, '24
ElizabethYou should be able to pull attachments in both vendor balances and account balances! Its so challenging to have to go to Manage Sessions to view attachments. It makes no sense!! Would love to see attachments available in Vendor balances and Account Balances
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28 Feb
Brad Ortzman MergedAbility to view posted invoice attachments from the Operations/Vendor Balances screen. Would be very helpful if when in the Vendor Balances screen and you select a particular invoice number that there would be either a hyperlink or paperclip icon to go directly to that invoice attachment. Currently you have to make not of the Session Number and find it that way or go to Organizational Setting/Attachments to search for them.
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06 Mar
Janine Allen, Sr. Product Manager, MIP Admin"Viewing Posted Invoice Attachments" (suggested by <Hidden> on 2025-02-28), including upvotes (1) and comments (0), was merged into this suggestion.
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21 May
Brad MergedI would like to be able to click on a transaction and see what attachments are associate with it. This would be helpful when reviewing past invoice transaction in one convenient place.
Right now, if I want to do that, I have to go to vendor then go to manage session. I feel like it would be helpful to eliminate the step. -
22 May
Janine Allen, Sr. Product Manager, MIP Admin"Allow Attachments in Vendor Balances." (suggested by <Hidden> on 2025-05-21), including upvotes (1) and comments (0), was merged into this suggestion.
