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
Thanks for the added detail, Becky. This is good to know when sharing back with the team. While this may be something we look closer at down the line, I want to be open that we don't have direct change planned in the near term.
Understand it's a few more clicks at present, potentially to save tabbing 8 time clicking on the Tax Rate column and then tabbing once may save a little time atm. Completely get it's not a resolve though.
Account Team - Is it possible that this would be when you're copying an invoice to a new draft invoice? If so, and you select the same Contact defaults aren't automatically applied and you'd need to remove and re-add the contact on the new draft invoice to trigger defaults to be applied. Otherwise, I'd recommend raising a case with our team of specialists for a closer look as to why these aren't pulling through.
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Freya Pieroz
commented
@Kelly Munro, I'd like to note that for those with Accessibility needs, clicking may not be an option at all, and tabbing x8 is the only available method
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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.