Settings and activity
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17 votes
Freya Pieroz
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70 votesFreya Pieroz
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23 votesFreya Pieroz
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27 votesFreya Pieroz
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5 votesFreya Pieroz
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4 votesFreya Pieroz
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4 votesFreya Pieroz
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58 votesFreya Pieroz
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85 votes
Hi team, thanks for sharing detail of the value in this idea in the ways you invoice.
We've just released a new line item grid in invoicing which includes the ability to manually add blank rows and shift these to where you're like them placed in your invoice.
That said, I want to be transparent in how this works - When you save your invoice any blank lines will be removed. So, if you'd like blank lines to help break your invoice into sections, you'll need to enter a character in the Description field of the blank line. Even a full stop '.' or dash '-' would suffice.
Freya Pieroz
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6 votesFreya Pieroz
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2 votesFreya Pieroz
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18 votesFreya Pieroz
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11 votes
An error occurred while saving the comment Freya Pieroz
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7 votesFreya Pieroz
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115 votes
Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.
In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.
Freya Pieroz
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5 votesFreya Pieroz
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39 votesFreya Pieroz
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3 votes
Hi team, while not a solve for an updated 'look' of the dashboard we wanted to make sure everyone on this idea was aware of some of the shortcuts that can help you get around and create transactions from many screens.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features such as bank accounts, the files library or reports. See more on these in our help article here.
Freya Pieroz
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4 votesFreya Pieroz
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6 votesFreya Pieroz
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Some of my clients are in industries where it's normal for employees to cycle through employers as they go where the work is. This means their employer has multiple instances of the same employee employed at different times (which need to be different employee cards to ensure that the breaks in continuity of service are recorded and acknowledged). I would dearly love to be able to look down the dropdown list and pick the current employee every time in the list of duplicate names when creating a report.
At the very least, append or prepend the employee name with the year their employment was termination!