Settings and activity
190 results found
-
9 votes
Paul Howlett
supported this idea
·
-
5 votesPaul Howlett
supported this idea
·
-
6 votesPaul Howlett
supported this idea
·
-
14 votesPaul Howlett
supported this idea
·
-
2 votesPaul Howlett
supported this idea
·
-
5 votesPaul Howlett
supported this idea
·
-
8 votesPaul Howlett
supported this idea
·
-
171 votesPaul Howlett
supported this idea
·
-
58 votes
Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team.
I’ll keep you updated on any progress around this idea specifically.
Paul Howlett
supported this idea
·
-
51 votesPaul Howlett
supported this idea
·
-
3 votesPaul Howlett
supported this idea
·
-
11 votesPaul Howlett
supported this idea
·
-
3 votesPaul Howlett
supported this idea
·
-
6 votesPaul Howlett
supported this idea
·
-
New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
-
241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
477 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Paul Howlett
supported this idea
·
-
-
11 votesPaul Howlett
supported this idea
·
-
381 votes
An error occurred while saving the comment Paul Howlett
supported this idea
·
-
3 votes
An error occurred while saving the comment Paul Howlett
commented
There are SO MANY places in XPM where information is displayed in a table with column headings, but NO ability to change the sort order.
It's a complete crapshoot whether you can or not.
Paul Howlett
supported this idea
·
-
31 votes
Hi Olga, really appreciate all the detail in your steps and the screenshots you provided.
I tried testing this myself with a Chrome browser and did get the same errors and behaviour you described, so have raised this with our product team. I'll keep you updated of any information I get back from them on this, here.
Paul Howlett
supported this idea
·
-
6 votesPaul Howlett
supported this idea
·
EDIT: I stand corrected, Jim deleted his own post.
Ha! I also have an email containing a post from Jim Morris which, suspiciously, doesn't appear here.