When confirming auto-tagged transactions I’d find it very useful to be able to choose “Confirm with amendments”.
I have multiple transactions with a given supplier. Auto-tagging is great at saving me time for allocating those to the right supplier record and category, BUT…
Very often I want to change the purchase description to identify what the payment was for, so when viewing the supplier months later I can immediately see what I’ve paid for (e.g. “accommodation deposit”, “catering”). Or I might want to add the supplier reference. In some cases I might want to change the category (some purchases from the same supplier might be for sale, some for use within the business). I also might want to attach an uploaded PDF of the supplier’s own invoice.
At the moment I have only two options:
Confirm, which fills in everything for me, so I then have to go into the supplier invoice separately, hit Modify, edit it and re-save it, or…
Manually tag which just presents me with a blank invoice that I have to fill in from scratch.
It would save a lot of time to have a third option, something like “Confirm with amendments” which presents me with a new invoice pre-filled with the auto-tagging information and already in “Modify” mode, so that I can just change the parts that need changing before hitting Save.
It may sound trivial for a single transaction, but in the long run it would increase efficiency and improve the quality of my records. I think other users would benefit in a similar way.
It affects sales transactions less - for me anyway - as for most of those I’ve already created and sent an invoice from Quickfile, so the payment just has to be matched up.