New Invoicing - one click tracking fill from contact default
On classic invoicing, when you click the account category space or the tracking category it would fill in from the contact default, or account default or some default. But on new invoicing it only fills in if you tab.
Becky Dwyer
shared this idea
Hi community, we have an improvement in the works that once implemented, should help with the efficiencies you're after here.
We're developing the ability to drag contents of a field in one row up or down a column within your invoices. This means once released, when editing your invoices once you select the tracking option in one row you'll be able to drag this down the column, saving you from having to click into and selecting the option on each row.
I'll come back to share once this is released so you can begin using it asap. 🙂
-
Becky Dwyer
commented
Woo! So excited!
-
Sue Saddington
commented
I agree with Becky, we have software that imports invoices and they can be 15 - 20 lines long.
Bills automatically pick up the assigned tracking category, why can't we have this for invoices please? -
Jade Bentham
commented
Please can we add a auto fill to the tracking categories on invoices...?
We track revenue line items via Client tracking. Before the new invoice roll-out, I was able to click in the tracking category box on the drafted invoice, and the client name would automatically fill.
However, with the new invoicing I have to manually type and search for client to add to each line item...!
It would much more useful and time efficient, if we were able to select the client and then drag and drop the client name down all line items of the invoice, similar to a spreadsheet. Or auto fill as before!
I have default tracking categories for individual contacts, however, this doesn't pull through to the drafted invoices.
Appreciate your help with this!
-
Freya Pieroz
commented
@Kelly Munro, I'd like to note that for those with Accessibility needs, clicking may not be an option at all, and tabbing x8 is the only available method
-
Accounts Team
commented
I have noticed with the new invoicing format it is not pulling through the Sales default fields. For us the Region & Activity fields I am having to manually enter in on each line. Before I can do this I have to look up each customer individually under contacts to see what region & activity we have set up for the customer. Then go back to the invoicing field and enter. This is very time consuming. On the old format they would pull through with a click. Is this being reviewed? Thank you.
-
Becky Dwyer
commented
The invoice is created from a third party system and imported into Xero. This is quite common among people who use outside systems to monitor sales. When the invoice is imported into Xero, the third party software enters the description, quantity, amount, account and VAT. But it does not have an option for tracking categories. These must be manually added into Xero.
On old invoicing, the invoice would be imported, and then I'd just go click click click down the tracking category column and it would automatically fill in from the contact default.
But on new invoicing, when I select the tracking category column, I have to manually select the tracking category. There is the option to tab across to get it automatically filled in but I feel a bit silly hitting tab 8 times when I used to just do one click. That, and it increases the risk that something else would change on the invoice lines.
If the invoices were only one or two lines, I probably wouldn't be moaning about this. But I think one recent invoice had like 13 lines. So just being able to click down the page only 13 times is a lot better than 13 click-select or 13*8 tabs.