New Invoicing | Files - Bulk select to include all files with online Invoice
When adding many backup files to an Invoice it would save time if there was a check box to "attached ALL files to online Invoice" rather than having to tick each file.
Jane Mitchell
shared this idea
-
nishimoto sonkirven
commented
A useful improvement for the New Invoicing | Files feature would be adding a bulk select option that allows users to attach all files to an online Invoice with a single checkbox, instead of manually ticking each file one by one. This would save time, reduce repetitive actions, and improve workflow efficiency, especially when dealing with multiple backup files. For example, just like browsing through menus quickly on sites such as https://awmenupricescanada.com/, having a streamlined option ensures faster navigation and a smoother user experience.
-
Kate Anderson
commented
Great idea - I am going to have to go into 150 sales invoices PCM and select the tickbox to make attachments visible to the client. Surely all information relevant to a sales invoice (timesheets, worksheets, delivery notes) should all be visible to the client. Please please include this! Or allow Dext or similar to send the instruction. Thanks!
-
Ruth Accounts
commented
Completely agree. Or rather an opt our from adding it - surely the reason to add the file to the invoice is for the customers benefit, so why the need to select each time.