Settings and activity
6 results found
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718 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…
Karen Mallory supported this idea · -
57 votesKaren Mallory supported this idea ·
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126 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
Karen Mallory supported this idea · -
2 votes
An error occurred while saving the comment Karen Mallory supported this idea · -
115 votesKaren Mallory supported this idea ·
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94 votesKaren Mallory supported this idea ·
100% - this drives me nuts!
Working through a long quote, phone rings, customer requests an update on their order so you navigate off the quote page to check, and poof! All that work disappeared! Aargh. Please fix ASAP