Settings and activity
5 results found
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2 votes
Caroline Miles
shared this idea
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434 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.
Caroline Miles
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Caroline Miles
commented
5. New Invoice screen – it is frustrating now you cannot simply drag across a pdf and drop it anywhere in the screen. Now it only allows an upload once clicking on the icon in the left bottom corner. Time wasting.
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48 votes
Appreciate your feedback, everyone. Currently our team are doing some work on improving the line item grid (where you enter details of your invoice) this also involves providing the ability to view the full account name both when editing and viewing the invoice. For now we'll shift this idea to working on it and I'll share more news when this goes live. Thanks
An error occurred while saving the comment Caroline Miles
commented
New invoice screen – COA details can’t be read easily. The account code below, there are many that began with “Contractor P” – why can’t some “space” be given to fitting the full data in a wrap fashion. It is ALSO a hassle to click in the Account cell and then not even be able to land at the position of the account already entered to see the other options are available in the same location. Having to scroll all the way through again or type in the word is a time waster.
Caroline Miles
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.
An error occurred while saving the comment Caroline Miles
commented
Can the default be changed?
An error occurred while saving the comment Caroline Miles
commented
Invoices – the default for a DRAFT invoice should be a single action e.g. “Approve” and not “Approve & Email”.
Caroline Miles
supported this idea
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2 votes
An error occurred while saving the comment Caroline Miles
commented
I reconcile for many clients and the ability to do this quickly is now hampered by the fact I wait until I know which way the screen will roll before I click my next matched transaction.
Caroline Miles
shared this idea
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5. New Invoice screen – it is frustrating now you cannot simply drag across a pdf and drop it anywhere in the screen. Now it only allows an upload once clicking on the icon in the left bottom corner. Time wasting.