Settings and activity
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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…
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Randall Doser
supported this idea
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343 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
Randall Doser
supported this idea
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5 votesRandall Doser
supported this idea
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New invoicing is a HUGE downgrade for those of us using it to enter multiple invoices from a previous period (day/week/etc.). Any change that results in more key presses or mouse clicks is a functional downgrade. Mouse clicks require you to move your hand, find the cursor and the button which takes way more time than a few key presses. That is UI design 101 people. You've made tabbing between fields harder. If I want to enter a new customer I now have to execute a mouse click instead of just a tab press. If I want to save/approve and add another, also now a mouse click. What if I want to add a payment after approval? Now a couple of mouse-clicks and dialog that is not keyboard friendly. And the new date widgets are not nearly as navigable with the keyboard as the old ones. I would challenge your designers to a race: let's both enter 5 invoices using either classic or new invoicing. Classic will beat new hands down.