Changes to the invoice create/edit menu
I know the changes to our invoice create/edit menu have not been popular with a number of our customers. As well as the feedback on the changes themselves, many of you are asking why we have made the change and why we don’t appear to have consulted with our customers.
First, it is hugely important to us that we deliver a product that addresses our customers’ needs and that we listen to your feedback. I know in the past we have not always done this and that this appears to be another example of that.
Why did we change our invoice create/edit menu in September 2018?
A few years ago we introduced a standard style to the whole Clear Books application. This was to make the UI consistent, and to increase the speed of the application. The unintended consequence of this new style was that using those ‘standard’ themes produced an invoice template that a number of you did not like, and some customers reverted to their previous version. Over the following years we tried to improve our new ‘standard’ theme in response to customer feedback. The consequence was that we were operating four versions of the same menu.
To reduce confusion and technical overhead, in September we moved all of our customers onto the latest compact version of the invoice create/edit menu which had been updated from customer feedback received from our previous release. We did this via our Preview feature. We also allowed customers to revert to the previous versions, and a small minority of our customers have done so.
How do we plan to deal with the customer feedback on the latest version of the invoice create/edit menu?
We gave all customers the opportunity to leave feedback on the new compact version. We will review this feedback at the end of October and decide which feedback to prioritise. We also plan to speak to some of you about your feedback. Currently, the common themes are the way in which the description box expands and the size of the Account, Project and Item boxes (if you have project/items toggled on). There is, however, a lot more excellent individual feedback to consider. At the same time we will also decide on the future of some of the previous versions of the invoice create/edit form.
Once we have completed this review we will update you on the proposed changes.
How are we going to improve our future communications and ensure we deliver user-focussed product development?
More generally, we realise that we need to better communicate with our customers and to consult more with you to better understand your needs. We are therefore creating a new process to ensure that we carry out that consultation and communication in an organised and effective manner.
We will let you know our plans for this process, but in the meantime, if you have any ideas (other than what you've already posted) about what you would like to see from it, please let us know.
Ruth Fouracre, CEO