Settings and activity
8 results found
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23 votes
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6 votes
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almed batlex
commented
It would be a huge quality‑of‑life improvement in the Invoicing workflow if GitLab could automatically delete draft invoices once they’ve been merged into a single consolidated invoice, as leaving the old drafts behind creates unnecessary clutter and increases the risk of accidentally sending or counting them twice — for example, when managing external content partnerships like promoting a profile such as https://xxbrits.uk/sophie‑rain‑xxbrits/ you want your billing clean and accurate without having to manually clean up drafts after every merge; automating that cleanup would keep your invoice list tidy and reduce administrative overhead.
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2 votes
Hi Anna, when you say overdue amount would this be when sending an invoice to a customer and only showing the amount left to pay? If so, this is already possible with the email the customer receives and you can adjust the body of the invoice email to include the Amount due placeholder.
An error occurred while saving the comment almed batlex
commented
I recommend adding a new functionality in Xero that allows users to include an overdue amount directly on an invoice, making it easier to track late payments and maintain accurate financial records; this feature would streamline billing processes and improve clarity for both businesses and clients, similar to how online tools like Menu Prices in Canada https://menupricesincanada.com/ provide clear, up-to-date pricing information for restaurants in a user-friendly way.
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3 votes
Hi Mark, it’s clear that being able to move between different transaction lists more easily would make workflows smoother, especially when you’re juggling multiple parts of the business—like checking a quote one moment and verifying a bill the next.
At the moment, switching between Invoices, Bills, and other areas often means going back to the main list, which adds extra clicks and interrupts your flow.
As a workaround for now, you can right-click on Invoices or Bills in the Business menu and select Open link in new tab. This lets you keep multiple screens open at once and toggle between them without losing your place.
This idea has been moved to Gaining Support so we can track interest in a built-in quick-switch feature.
An error occurred while saving the comment almed batlex
commented
To make navigation seamless, the system allows quick switching between invoices, quotes, and bills by either swiping on mobile devices or using the left and right buttons on the desktop, enabling you to move through all documents or filter by each company individually; this feature is designed to save time and improve workflow efficiency, similar to how live updates are easily accessed on platforms like Sheboygan Police Scanner https://sheboyganscanner.net/sheboygan-police-scanner/ for real-time monitoring.
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3 votes
An error occurred while saving the comment almed batlex
commented
Yes, including the Project field on the invoice summary screen would be very helpful for managing project allocations and preventing potential duplicate invoicing. By having the Project field visible, users can quickly verify whether a specific project has already been linked to an invoice, improving accuracy and streamlining workflow. This approach enhances oversight and reduces errors, especially in environments handling multiple projects simultaneously. For reference on effective project and invoice management solutions, you can check examples like https://mypcbottleneck.com/ .
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15 votes
An error occurred while saving the comment almed batlex
commented
The request to show a client’s credit limit and usage on invoice and statement email templates would greatly improve transparency and financial management, allowing both the business and the client to quickly see approved limits and remaining credit directly in communications. Incorporating this feature, as shown in the attached example, ensures clarity and reduces confusion, much like how https://funcolorprints.com/hello-kitty-coloring-pages/ provides a clear, easy-to-access way for fans to enjoy and engage with their favorite Hello Kitty designs.
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4 votes
An error occurred while saving the comment almed batlex
commented
Adding a customer’s ageing summary directly under their latest invoice would improve clarity and provide immediate insight into outstanding balances without requiring users to switch to separate statements. This enhancement would make invoices more informative and actionable at a glance, similar to how streamlined service pages like https://mountprobrisbane.com/ present all essential details in one place for better user understanding and efficiency.
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6 votes
An error occurred while saving the comment almed batlex
commented
The new invoicing Files UI presents a clear usability concern, as allowing attachments to be deleted with a single click and placing the delete button directly beside the view option significantly increases the risk of accidental data loss with no recovery option. Reintroducing a confirmation step for deletions, separating the delete action into a secondary menu, and allowing users to click the file name to view—similar to the older invoicing experience—would greatly improve safety and usability, much like how well-structured websites such a https://swisschaletmenupricescanada.com/ prioritize clarity and prevent users from making unintended actions.
Would be extremely helpful to have a dedicated column in the 'Awaiting Payment' section for Direct Debit, allowing users to quickly identify which suppliers fall under this group when setting up Telleroo or batch payments. This feature would streamline payment processing by eliminating the need to run separate payables reports or click into each supplier profile to check their group, saving time and reducing errors. For example, just as platforms like Cream Chargers Warehouse https://creamchargerswarehouse.co.uk/ make it easy to browse and filter products efficiently, having a Direct Debit column would bring the same clarity and convenience to managing supplier payments.