New Invoicing - one click tracking fill from contact default
On classic invoicing, when you click the account category space or the tracking category it would fill in from the contact default, or account default or some default. But on new invoicing it only fills in if you tab.
Becky Dwyer
shared this idea
We appreciate the feedback here. Trying to better understand the flow of how you enter data for your invoices - Atm, when you've added a contact with Sales defaults for Account, Tax rate or Tracking as soon as you enter a Qty. or Price these defaults will kick in and autofill the line. This works when either tabbing or clicking into fields.
Is it possible that where this behaviour is occurring for you is when there is no Qty. or Price in the line? If so, is there a particular reason you'd enter this information prior to entering Qty. or Price for a line?
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Accounts Team
commented
I have noticed with the new invoicing format it is not pulling through the Sales default fields. For us the Region & Activity fields I am having to manually enter in on each line. Before I can do this I have to look up each customer individually under contacts to see what region & activity we have set up for the customer. Then go back to the invoicing field and enter. This is very time consuming. On the old format they would pull through with a click. Is this being reviewed? Thank you.
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Becky Dwyer
commented
The invoice is created from a third party system and imported into Xero. This is quite common among people who use outside systems to monitor sales. When the invoice is imported into Xero, the third party software enters the description, quantity, amount, account and VAT. But it does not have an option for tracking categories. These must be manually added into Xero.
On old invoicing, the invoice would be imported, and then I'd just go click click click down the tracking category column and it would automatically fill in from the contact default.
But on new invoicing, when I select the tracking category column, I have to manually select the tracking category. There is the option to tab across to get it automatically filled in but I feel a bit silly hitting tab 8 times when I used to just do one click. That, and it increases the risk that something else would change on the invoice lines.
If the invoices were only one or two lines, I probably wouldn't be moaning about this. But I think one recent invoice had like 13 lines. So just being able to click down the page only 13 times is a lot better than 13 click-select or 13*8 tabs.