Settings and activity
3 results found
-
343 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment 
Jenny Paterson
supported this idea
·
-
84 votes
An error occurred while saving the comment Jenny Paterson
commented
This is a basic need. Staff should be able to send invoices, purchase orders and set up new employees without seeing all bank accounts.
Very poor security and needs to be fixed asapJenny Paterson
supported this idea
·
-
51 votes
An error occurred while saving the comment Jenny Paterson
commented
an obvious problem
The Approve and email option is causing huge scope for error. Changing the default from Approve was unacceptable. Please change this back asap. Also why move the button to the top of the screen - do you ever ask the user their work flow or only the tech geeks? This change has added several extra key stokes per invoice. Also the date function with two clicks to choose a date is going backwards in efficiency and not forwards.