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Ability to set new invoices as "pending" #54

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opened 2025-02-13 08:20:19 +00:00 by gtmadev · 0 comments
gtmadev commented 2025-02-13 08:20:19 +00:00
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Ability to implement an invoice "pending" flag for QuickBooks Online integrations. QuickBooks Desktop already has this built-in and we do not sync pending invoices until they marked as not pending.

For QB Online, we will provide out own pending flag and hide pending invoices and exclude from automation until a staff user has cleared the pending flag.

This will make it so that portal admins can make edits to pending invoices and only release them once the invoice has been finalized.

Issue metadata

  • Issue type: New Feature
  • Priority: Medium
Ability to implement an invoice "pending" flag for QuickBooks Online integrations. QuickBooks Desktop already has this built-in and we do not sync pending invoices until they marked as not pending. For QB Online, we will provide out own pending flag and hide pending invoices and exclude from automation until a staff user has cleared the pending flag. This will make it so that portal admins can make edits to pending invoices and only release them once the invoice has been finalized. --- **Issue metadata** - Issue type: New Feature - Priority: Medium
gtmadev added this to the GoToMyAccounts project 2025-10-27 07:56:02 +00:00
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Reference: gotomyaccounts/Portal_Web_App#54
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