Invoices | Single click back to drafts
I would LOVE a link back to draft bills & invoices from the approved bill or invoice. When using email to bill and repeating invoices, after approval there is a link to add a new 'whatever'. But there is no single-click option to go straight to drafts to keep processing these. Instead you must click twice to purchases overview and then drafts.
When processing a large queue of draft bills and invoices, this would be a huge time-saver for me, and I'm sure many others.
Matt Ellingham
shared this idea
Hi team, reviewing this idea we appreciate there is feedback both in relation to Invoices and Bills here.
On the bills front, there is actually now functionality that can solve the flow here - Using quick view you can review, approve and move onto your next bill all without even leaving the list.
You'll also find that the default in this view is 'Approve & next' making it a direct option rather than having to pick from the drop down.
Right now, we're also in the process of releasing new View and Edit pages for bills that'll also have this option set as the default.
This view option isn't available in Sales right now, however we have an idea you may like to also add your support for this.
Similarly, there is another around having Drafts added to the Sales menu that some maybe interest in here.
For the time being, once you've Approved a draft invoice clicking the back option on the browser twice should return you to the Drafts list.
We don't have any plans for adding a quick option back to drafts from an Approved invoice, however are continuing to keep a watch on the support in this here. I'll share if there's any news.
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Samuel Rason
commented
After approving a draft invoice, it would be helpful to offer a navigation button directly back to drafts. When needing to check and approve multiple invoices, the only option is to click Invoices > Draft (as it's auto-set to Awaiting Payment)
Attached Screenshot with Navigation Bar update idea.
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Andrew Whitaker
commented
I have the exact same problem!
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Brad Davison
commented
After invoice and bill is approved, there should be a button/link to take you directly back to the drafts.
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Gareth Greer
commented
Each day, I prepare multiple draft invoices then one-by-one click into them from the draft invoice page and approve and email them individually. Once an invoice is confirmed as sent, I want to return directly to the 'draft' invoice page, but the only option is to click the 'invoices' link and go back to the generic invoice page, before then having to click onto the draft invoice tab again.
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Amanda Hubley
commented
When approving Invoices or Bills it would be sensible for the system to default return you to the draft or awaiting approval list to carry on processing transactions. There are many extra clicks required due to it defaulting to tabs you were not focused in.
Also in the system it would be good if the navigation links extended to where you were as well, to easily return without approving.
Example:
Sales overview > Invoices > Drafts
Sales overview > Invoices > Submitted for approval
Purchases overview > Bills to pay > Draft
Purchases overview > Bills to pay > Submitted for approvalThis would also act to remind you of the status of the document you are working on.
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Mandy Palmer
commented
Totally agree with this particularly for Sales Invoices. If the "Approve and View Next" is not changed back to the classic (order by sequential invoice number) then it would be good to have the option to "Save and go to drafts" at least so it can be less time consuming.