Settings and activity
11 results found
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3 votes
Sorry to hear you don't like this feature, Richard. We've heard from others that this helps them get a better picture of what their invoices will look like when sending to a customer and enables them to make changes on the fly without having to preview or send a copy to themselves first.
Appreciate it might not be everyone's cup of tea and while we don't have any plans for removing this atm, we'll get a sense of the interest through the idea here.
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Rachel Osborn
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7 votesRachel Osborn
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14 votesRachel Osborn
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7 votesRachel Osborn
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38 votesRachel Osborn
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63 votesRachel Osborn
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741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
An error occurred while saving the comment Rachel Osborn
commented
Please please please have Tracked Inventory put back into your new Invoicing so that we can Beta Test it before you force us all into the new invoicing which is truly not an improvement in any way and I don't know how you can feel proud of what you are doing quite frankly.
Many thanks
RachelAn error occurred while saving the comment Rachel Osborn
commented
I am trialing your new invoicing and every time I do, I wonder who in the world you have working for you to make changes that create more key strokes and therefore take more time to process and potentially create errors.
I am just sending invoices out to be paid - your screen says they are awaiting payment. They can't be awaiting payment as they haven't been sent. So, please change this.
Then if you chose send an invoice, please send it. Don't bring up another page that you then have to hit send invoice on again to send it. A complete waste of time and effort.
It makes me laugh when your GM releases a press release on our data saying we need to work smarter not harder in NZ to get efficiency gains and yet you continue to make changes that create more work and take longer to process??
Rachel Osborn
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47 votes
Thank you to everyone that contributed to the teams research in this space. We wanted to share that discovery for bulk updating stock quantities has been greatly insightful and we're pleased to share that we are moving forward to develop a solution.
We'll shift the idea to working on it as development begins, and as this moves along we'll return when there is more opportunity for you to get involved.
Rachel Osborn
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8 votesRachel Osborn
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3 votesRachel Osborn
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14 votes
An error occurred while saving the comment Rachel Osborn
commented
In the New Invoicing when you print a Packing Slip, it isn't populating the address from the contact details. So, we just need the address that is saved in Contacts to populate the Packing Slip, rather than leaving it blank.
Many thanksRachel Osborn
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When I send an invoice in the new invoicing I'd like to be able to turn off the additional steps you've added when sending.
I don't need to see a pop up of my template letter and the invoice again, after I've just checked it and want to send it.
These seem unnecessary steps for me, so I'd like to be able to turn the feature off.