Settings and activity
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91 votes
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This also happens when adding new creditors. I've been advised by support it's so we can ensure that the bank account details that are being added are true and correct, which doesn't make any sense as entering an OTP doesn't confirm any of that. It's cumbersome and unnecessary and it's not really making entry of bank account details on files any more secure, especially when the OTP is popping up as soon as you click Add.
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As commercial tenants can have so many different stipulations as to how outgoings are charged to them, if at all, we have set up notes pinned to Tenancy Invoice on each commercial tenant, but these notes don't appear anywhere in Invoice Genius, so we have to have a whole different invoice entry process for commercial invoices to make sure we can check the notes. It would be great if the pinned notes appeared in Invoice Genius so we can enter these invoices correctly without having to follow a different process.