New Invoicing | Contact - Change default selection on tab from "add new"
Currently trying to use the new invoicing, but I'll start typing a contact name then tab across before seeing the contact pop up, since I use this contact daily. Under the old invoicing, it would just find the contact once I hit tab. Under the new invoicing, a new contact is created. And since the invoice is saved immediately, this new contact is also saved, so once I finish with the invoice, I then need to go and archive the contact that was created.
Can we change the defaults or something to fix this?
It does the same thing with products - I type in the product code that I know exists since I enter it daily, it can't find it so by the time I hit "tab" it'll attempt to create a new product.
Makes new invoicing so slow it's unusable for me.
Shannon McMonigal
shared this idea
Hi community, appreciate your feedback. Currently our team are working on some improvements to the To field in new invoicing and the contacts card that appears when selecting a contact. We understand some of our customers make use of the keyboard much more than the mouse and in reviewing the flow when using Tab the team will be making a change to make selection of a contact and movement to the date field smoother. I'll come back to confirm the detail of the change when this is released.
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Nicola Edginton
commented
Totally agree, this is causing me so much time, takes staff at least twice as long to input invoices since the change over due to all the dumb glitches , sorry, improvements!
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Corneil Du Plessis
commented
New Invoicing - Bring "Tab" function back from Contact to Date and attach file back to the top
Dear Xero - whilst you are trying your best to keep improving - don't fix something that is working - please allow users to have to option to select between Classic Invoicing and New Invoicing as clearly there are a lot of broken and lengthy steps to follow in the New Invoicing - it is time consuming for old users and more frustration than anything else
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Shannon McMonigal
commented
Also when you tab across from the contact to the date, if it could select the date so I could start typing a new date, that'd be great. Currently I have to ctrl+a once I get to that field, whereas it used to just automatically select it. I almost never invoice at today's date.