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…
I have tried to work with the new invoice that will be in full implementation soon and I immediately noticed it adds a few more steps for me when I input amount paid in the invoice. On the new format, I still have to click "add payment" on the upper right corner of the page and wait for a (slow) window to pop up and finally put in payment details such as date, etc.
With the previous format, I just scroll down the page to find the payment info and options are already there before I finally click "Add payment". It is not as fluid as the previous format. Also, after putting in amount paid, the page goes to the the main page / list of invoices. And then I try to search the page for the next invoice to me to update an invoice that was already paid, it won't instantly search under the "All" invoices tab but under "Paid" tab. So again it's another step for me to click on the "All" invoice tab and then search for the invoice number before I can make payment updates on it.
I hope you can make the new format as fluid as the old one. It simply takes longer to do work and is a step back.
Keith Tan
supported this idea
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I have tried to work with the new invoice that will be in full implementation soon and I immediately noticed it adds a few more steps for me when I input amount paid in the invoice. On the new format, I still have to click "add payment" on the upper right corner of the page and wait for a (slow) window to pop up and finally put in payment details such as date, etc.
With the previous format, I just scroll down the page to find the payment info and options are already there before I finally click "Add payment". It is not as fluid as the previous format. Also, after putting in amount paid, the page goes to the the main page / list of invoices. And then I try to search the page for the next invoice to me to update an invoice that was already paid, it won't instantly search under the "All" invoices tab but under "Paid" tab. So again it's another step for me to click on the "All" invoice tab and then search for the invoice number before I can make payment updates on it.
I hope you can make the new format as fluid as the old one. It simply takes longer to do work and is a step back.