Files - Create bill in new tab
Would it be possible to create a bill from within the files tab, into a new tab. When you click create bill from within the file tab, it allows you to create the bill but once you click save, it just shows you the created bill. You then have to go back to the files tab and re-find the next file you want to create as a bill. Would be much easier if you could right click and create the bill within a new tab, so that the file tab stays open at all times.
Thank you!
Kelly Elliott
shared this idea
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Anette Abrahamsen
commented
Alternatively just return to the Files folder the bill was created from instead of showing the created bill.
If uploaded files are split into folder, e.g. monthly, that currently means even more clicks plus scrolling to find the next one.
QuickBooks has the facility to choose to automatically open the next uploaded file directly into a Bill/Expense window for posting. If you choose not to automatically open the next, you just get taken back to the list of unreviewed files. I find that works so much better and faster. -
Luke Abbott
commented
The obvious workflow I'm sure for many businesses is to upload multiple files and then batch process. We have a purchase ledger clerk who does this task once a week and having covered her while on leave, I had forgotten how annoying, and how much extra load time it adds because of not being directed back to files automatically. It feels like those who designed it this way have never used Xero in the real world!