New Invoicing | Files - Drag & drop anywhere on the page
In old invoicing, you can just drag and drop the file into the window and it uploads. In new invoicing, you have to drop it in the box at the bottom of the page. Fair to say this is tedious!
Robert Delmenico
shared this idea
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
-
Elizabeth Mpilias
commented
Agree regarding the unnecessary annoyingness of having to scroll to the bottom of the window and open up a small drop area rather than just being able to drop the file straight out of the Chrome downloads and in to the window area. The Chrome downloads recently got moved to the top bar instead of the bottom too.
Making basic tasks take an excessive amount of steps and time is bad business
-
Freya Pieroz
commented
I keep dragging and dropping the file onto the invoice, and then having to close the tab that opens to view the file. I would like new invoicing to allow drag and drop onto the body of the invoice, just like you can do for bills.
-
Julie Sutton
commented
NEW INVOICING - Add a file.
In classic invoicing I can drag a file onto the invoice and it will add it to the invoice. In new invoicing it seems I have to save it to the file library then add it from there using the drop down box at the bottom.
So much wasted time - need the drag and drop option back -
Lucy Cole
commented
I've just discovered this today, as I have been preferring the classic invoice style which keeps all the old good features. This is a pain point for me as I would usually drag a file from my chrome downloads into the chrome page with an invoice open. Now I have to scroll down to the bottom of the page, open the 'files' section, in order to drag and drop a file in.
This is adding more time to the job, and makes the process a lot less efficient.
-
Kris Armstrong
commented
Change the PDF "Drag & Drop" feature back to how it was for the 'New Invoicing' template.
Why would we want to click on the file box and then drag a file from a folder??
It makes no sense!
Please stop changing things without testing or seeking feedback from people who actually use the program.
Program designers use the program and features differently from how an accounts person does.
An accounts person has hundreds of invoices to complete and learns how to efficiently process large batches of invoices.
Remember, we buy this software to make things easy, not harder.