New invoicing - Freeze header row when editing
Copy to Draft
We use copy to a draft invoice every day for Sales Entries in a Hotel Business.
The base Sales Invoice has numerous lines for all the possibilities to process each day's
sales. EG: Sales - Bottleshop, Sales - Bar, Sales - Bistro etc. There are approximately 50 lines on each Sales Invoice. Amounts are updated in the row that is applicable. Some rows will be $0 on some days. The GL codes need to stay the same.
New invoicing is bring in a "default GL account" when the previous Sales Invoice had a $0 in that line. This appears to be the first Income Account in our Chart.
This is very frustrating & dangerous & has created errors in our coding.
We are having to check every line is correctly coded to the right GL account, before posting.
This is not giving us confidence in the New Invoicing feature.
Also The spacing of the GL Account Code Column is too small.
After the GL code number & the start of the GL Account Name we can only see about 8 characters. With many Account Names like Income - Accommodation, Income Bottleshop etc, we have to click into the field to check the correct coding.
It would be much better if we could see either all & a much longer Account Name field.
In addition, the row headings need to be fixed, so as you move down the lines of entry, it is clear what column you are entering into.
Thank you for some of the improvements in this area - of Copy to Draft.
We desperately would like those above also fixed.
Stuart MacKenzie
shared this idea
Thanks for your feedback and sharing this with us here, Stuart.
Appreciate the detail and screenshot you've shared. You're first note around the account code filling may be related to the auto suggestion feature and I've added your vote onto this idea so if there's any change there, you'll be updated.
We also have a separate idea around viewing the full account name that I've also added you on to, here.
In relation to freezing or having a floating header row - Can see where creating longer invoices this could be helpful too. I've updated the title of your idea here so we can begin tracking interest specifically in this and share if there are developments.