Settings and activity
8 results found
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75 votes
Hi team, we appreciate the feedback we've received from customers about the Amount Due and Due date sizing with the new invoice template editor.
Taking this on board our team did recently release a change to reduce the size of this text.
We're keen for your continued feedback here on if this change has had an impact for your business, for product's continued consideration of future improvements. Thanks
An error occurred while saving the comment An error occurred while saving the comment 
Paula Morel
commented
I agree with these comments. There are not enough options for simple format changes:
Uneven font sizes look unprofessional in dates and amount due line
Pay Online link on PDF should be optional regardless of online payment activation - In larger organisations PDF may be 'the source of truth' for invoice issued.An error occurred while saving the comment Paula Morel
commented
I agree with these comments. There are not enough options for simple format changes:
Uneven font sizes look unprofessional in dates and amount due line
Pay Online link on PDF should be optional regardless of online payment activation - In larger organisations PDF may be 'the source of truth' for invoice issued.Paula Morel
supported this idea
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127 votes
Hi team, thanks for continuing to show your support and share feedback here.
We understand your concerns around the amount of space used and the need to scroll to view all columns, particularly when entering and reviewing journals.
We recently released a few enhancements to help with feedback we've received including;
- Improving column sizing, spacing and typography meaning you can see more detail without as much need to scroll.
- Added more space for the Description field and ability to scroll this field
- Optimised widescreen displays
- Increased the amount of time the "Journal posted" confirmation stays visible
- Ability to open journals in separate tabs
- Auto-removal of currency symbols when importing to reduce validation errors
We’ve also started working on a more compact view, which we’re aiming to release soon. 🙂
We appreciate the detailed feedback and examples you've shared here.
I'll come back to share as soon as the compact view…
Paula Morel
supported this idea
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13 votes
Thanks for sharing this with us. 🌟
We acknowledge that the new invoice template can display two View and pay online links—one near the top of the invoice and another further down. We understand that this can make the invoice seem cluttered, particularly when it’s printed.
We’re opening this idea up so other customers can vote and comment on it. The additional feedback will help us understand how widely this affects customers and support future consideration of the requested change.
An error occurred while saving the comment Paula Morel
commented
I agree with these comments. There are not enough options for simple format changes:
Uneven font sizes look unprofessional in dates and amount due line
Pay Online link on PDF should be optional regardless of online payment activation - In larger organisations PDF may be 'the source of truth' for invoice issued. -
125 votes
Thanks for all your engagement here, everyone. We get how easy it can be to approve a bill too early, then have to delete and recreate it just to make a correction.
Within the new bills approval workflow we’re developing, an approver will be able to reject a bill with a reason, returning it to Draft for changes and resubmission.
An admin will also have the ability to return a stalled bill to Draft before adjusting the rule or resubmitting it.
We want to acknowledge feedback from users in this idea that are interested in moving an already approved bill back to a draft state, and we have a separate idea that we’d recommend joining for updates.
The bills approval flow work is in flight right now, and I’ll be back with news when this is released.
Paula Morel
supported this idea
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335 votes
Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.
We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.
While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.
Paula Morel
supported this idea
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122 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
Paula Morel
supported this idea
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218 votes
Thanks everyone for continuing to support this idea. We appreciate it's been a while since our last post and want to update you here.
We understand how having a dedicated field for a customer purchase order number on sales invoices is important for many of you, whether that’s to meet customer payment requirements, support bulk invoicing, or keep your own internal reference separate.
While we can’t make any commitments at this stage, this is an area our product teams are interested in exploring. We'll make sure to share any progress toward providing a field to accommodate a purchase order number.
Paula Morel
supported this idea
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201 votes
An error occurred while saving the comment Paula Morel
commented
I agree with other comments here. A simple notes / reminder / to do list on dashboard would a most useful item on it. I agree with suggestion for notes tab.
Paula Morel
supported this idea
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I can't agree more. The varying font sized looks truly awful (so unprofessional) and a very strange choice for order - with no ability to change - Not great in a B2B environment, particularly for manual data entry at the recipient end, which should be a consideration. One font please. If you must have a summary - Invoice number, Invoice date , due date, amount.