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Purchase orders, bills & inventory: Bills

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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.

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Matt Ellingham shared this idea  ·   ·  Report…  ·  Admin →
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  • Brad Davison commented  ·   ·  Report

    After invoice and bill is approved, there should be a button/link to take you directly back to the drafts.

  • Gareth Greer commented  ·   ·  Report

    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.

  • Amanda Hubley commented  ·   ·  Report

    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 approval

    This would also act to remind you of the status of the document you are working on.

  • Mandy Palmer commented  ·   ·  Report

    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.