Settings and activity
3 results found
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127 votes
Hi team, thanks for continuing to show your support and share feedback here.
We understand your concerns around the amount of space used and the need to scroll to view all columns, particularly when entering and reviewing journals.
We recently released a few enhancements to help with feedback we've received including;
- Improving column sizing, spacing and typography meaning you can see more detail without as much need to scroll.
- Added more space for the Description field and ability to scroll this field
- Optimised widescreen displays
- Increased the amount of time the "Journal posted" confirmation stays visible
- Ability to open journals in separate tabs
- Auto-removal of currency symbols when importing to reduce validation errors
We’ve also started working on a more compact view, which we’re aiming to release soon. 🙂
We appreciate the detailed feedback and examples you've shared here.
I'll come back to share as soon as the compact view…
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Kate Hannigan
supported this idea
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49 votes
Thanks everyone, we appreciate hearing how the new Manual Journals layout has landed for you, and the challenges you're facing.
In response to feedback we’ve recently released several changes;
We've updated the layout, column sizing, spacing and typography so more journal details are visible without horizontal scrolling, including on widescreen monitors.
The description field now has more room for longer entries and supports scrolling, making it easier to review full descriptions.
We’re also working on two further improvements that we believe will improve the experience for majority of users:
- options to show, hide and reorder columns, and
- a compact view toggle for a higher-density layout.
These changes will give you more control over the information shown and help make better use of your screen space. I'll keep you updated of these changes here!
An error occurred while saving the comment Kate Hannigan
commented
I agree, the new layout is absolutely terrible to look at and use.
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496 votes
Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.
Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.
Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.
We…
Kate Hannigan
supported this idea
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I agree with all of the comments here. One of the things that is extremely important to me is to be able to see the whole journal when the browser window is reduced to half screen. The old format was actually great so not sure why it's been changed for the worse.