Settings and activity
6 results found
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2 votes
Caiwen Fowler
shared this idea
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97 votes
Hi team, I know it's been a while since my last update and we'd like to confirm that our team are working to address your concerns, here. We'll be providing quicker access to the calendar picker for both the invoice due and issue dates. Work's underway atm and we plan to have this released to you all before classic invoicing retirement. I'll swing back again as soon as it's ready 🙂
Caiwen Fowler
supported this idea
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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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
410 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…Caiwen Fowler
supported this idea
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443 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
Caiwen Fowler
supported this idea
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184 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Caiwen Fowler
supported this idea
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717 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 Caiwen Fowler
supported this idea
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Agreed!
There are too many clicks to do the simplest things.
1. I want to change a due date on an invoice, now I need to click twice instead of once to "choose date"
2. I can't simply drop a file on the window to attach it, now I need to click on files first, thus also needing two steps instead of one
3. can we upload files BEFORE selecting a client, why does it have to be afterwards? this also leads to more clicking between programs
4. the billable expenses tab - in order to "add as separate items", this also needs two clicks now instead of one. There's plenty of room on the pop-up window to have them as two separate buttons. I use this function a lot and that is going to get really annoying!
5. approve and save are now needing me to scroll up the top after completing my invoice, thus not flowing nicely. I used to be able to finish my invoicing then just select approve without having to move the screen, making the overall flow of work smoother and therefore quicker
I really hope these features don't transfer across to the billing section if that ever gets changed too. This will make everything I enter take twice as long and be increasingly frustrating!
I'm not one to complain, I usually go with the flow; but the fact that I've spent the time writing this means that I'm extremely annoyed by the above changes and the flow of work has well and truly been interrupted for me and I'm not happy about that.