Settings and activity
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4 votes
Thanks for raising this Idea with us, we can see the value in having the New Invoice button in a position that is readily available from any part of the invoicing process. We have moved this to Gaining Support so we can track interest, now all you need to do is share with friends and colleagues and get them to vote and comment.
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Mark Booker
shared this idea
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
Mark Booker
supported this idea
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Mark Booker
commented
Have a number of widget styles. Even two to start with; old and new. The old style was more compact and a lot of people seem to prefer this. So once you turn the old homepage off please allow us to use the old style of widget.
Hi Kelly, thanks for the reply.
My suggestion is for when you are creating numerous invoices as I very rarely create just one. So when you have created an invoice and sent it you have the option to create another, although the text link is not easily seen. Could this be a button, either in the same place or some where at the top of the page.
Also, if you edit an invoice the option to create another invoice disappears so it would also be good to have a new invoice button at this point. Please see attached for reference.
Regards
Mark