Invoice templates - Set defaults for show/hide fields
When creating/editing an invoice with the new style, you can select fields to show/hide. We would like to be able to change these and set the changes as default - at the moment you have to go in and select the ones you would like to see every time you are editing an invoice. The main one for us is the discount column - we would like to see this on every invoice. Having this functionality to show/hide is good, but just don't want to change this every time.
Annalee Boakes
shared this idea
Hi everyone, we appreciate your feedback on the show/hide fields option. As you may have seen in other updates we're working on a new line item grid that will encompass a few enhancements we know our customers want to see, and will also include an improvement to the behaviour of the show/hide fields so the options you select will be retained. I'll come back to confirm when this is released.
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Nicole Smith
commented
Still keen for this to be resolved please - I want to be able to set up my invoice columns as my default view rather than having to select/deselect the columns I want to see everytime I raise an invoice (the there are too many columns currently to fit across my screen and it's annoying having to scroll left/right to view all the columns in the current default setting). thank you!
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Penny Heron
commented
Xero Australia new invoicing currently lets you select the fields visible (show/hide fields) when preparing an invoice. However, it doesn't save the selection preference.
For example... deselecting the 'Project' field when preparing an invoice (it is default 'on'), does not mean that each time you go to an invoice, the field is deselected - it returns to default so you have to deselect the field every time. Important, as with the other chosen fields, you need to scroll across the screen to see all the fields. By removing one, you can can see all fields.
It would be good to have the field preference saved by user so each time you use that template, the fields you want to have visible are retained from the last use rather than reverting to default. -
Owen Burchell
commented
I cant believe that this basic functionality is not present. I just spent the past hour trying to rectify this.
"New Invoicing" is stuck in first gear.
Xero needs to get its sh@t together.
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BL Civil Accounts
commented
We are the opposite to Alison Thomas.
We need to see those columns for tracking, cost types and GST requirements. Having to read each line is troublesome, clunky and wasting time. It would have been better to setup up your default version both in the editing and approved areas of the invoice.
This is going to add a whole lot of time and frustration in the way we do our invoices.
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Alison Thomas
commented
This idea is amazing!
Have been through this with support today
My screen isn't big enough to have too many fields displayed that I don't need
Having to unclick what I don't need is wasting time, and I do a lot of invoices -
Mark Roberts
commented
There needs to be a default setting for the hide/show fields as others have mentioned changing it on every invoice is a pain. Also the old invoice format used to follow low to high invoice numbers when choosing "approval and view next" It now goes from high to low
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deri jones
commented
Yes - setting a Default for all users would help alot. Removes one piece of wasted brain work -having to remember it and click it
Especially for users who only occasionally look at invoices.