Settings and activity
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855 votes
Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.
I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.
While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.
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Averil Dobson
supported this idea
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No email address shown in the history and notes is crazy. We rely on this feature for chasing money.
Files can no longer be copied to an invoice and remain attached to the invoice. We used this feature to copy information from an invoice and add it in the description a really useful feature. You can no longer send a file into the inbox that you can then add to an invoice or bill. only way to add now is to upload to the bill or invoice which takes loads longer. We use the attachement as a look up to ensure the details we are invoicing for is correct.
Not having that there is not an improvement.
I personally like the bigger boxes and ease of moving items up and down the screen.
Files attached from the file inbox - not able to create bill or invoice from them anymore
not having the same level of information in the history is a big issue. Especially emails.
If we send to the wrong email address we know we have done this by looking at these notes.