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 down, and we’ll be bringing back the ability to view the number of stock on hand.
As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.
We also have some updates coming to;
The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area
Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.
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…
PLEASE PLEASE PLEASE reinstate the ability to create a Repeating Invoice from the actual invoice itself BEFORE it is Approved.
We have a subscription business and using the new interface now cannot create a Repeating invoice from the draft before submitting for approval. Because a Repeat has no "Approved" facility, our approval process needs both the original invoice and the repeat to be approved/reviewed at the same time. This is no longer possible in the new version.
If we want to create a Repeat at the Submitted invoice stage, we have to go back to the Invoice menu, go to Repeats and create it manually from scratch, then separately advise the reviewer that the repeat is ready. This leaves plenty of scope for human error, before factoring in that it doubles the amount of work needed to do something that could be achieved before with a handful of keystrokes.
I'm going to have to stick with Classic unless/until this is fixed.
Amanda Llewellyn
supported this idea
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PLEASE PLEASE PLEASE reinstate the ability to create a Repeating Invoice from the actual invoice itself BEFORE it is Approved.
We have a subscription business and using the new interface now cannot create a Repeating invoice from the draft before submitting for approval. Because a Repeat has no "Approved" facility, our approval process needs both the original invoice and the repeat to be approved/reviewed at the same time. This is no longer possible in the new version.
If we want to create a Repeat at the Submitted invoice stage, we have to go back to the Invoice menu, go to Repeats and create it manually from scratch, then separately advise the reviewer that the repeat is ready. This leaves plenty of scope for human error, before factoring in that it doubles the amount of work needed to do something that could be achieved before with a handful of keystrokes.
I'm going to have to stick with Classic unless/until this is fixed.