Purchase invoice screen

Question asked by Warren Turner 8 years ago

Hi guys,

Is there any way of rolling back to the previous version of the purchase invoice screen? I find the new one quite unhelpful. 1) Account code, you used to be able to simple type the first letter of the account name and this menu would jump to codes beginning with that letter, the new version does not do this and only works if you type the account name in full which is unhelpful if you have several similar account names, e.g. "online". 2) the description field lacks visibility, you have to drill into it to view the invoice description. 3) An update that would be useful would be the ability to add a project per line e.g. when we have an invoice that spans all 5 of our projects it would be helpful if we could split the invoice across these on screen.

2 Replies

Hi Warren,

There is a limited time that you are able to switch back to the old layout from the Preview link at the top of the menu, however, the new layout will become the default for all very soon.

I take your points about 1 & 2 - I will raise to our product team as feedback for them to review. For point 3 you can already do this by enabling project invoice items on the Settings>Configure system>Toggle features>Invoicing & expenses menu:

file

Thanks for the quick response. OK, I'll stick with the new screen. Thanks a lot for pointing out the project invoice splits! Life changer!!

Cheers Warren

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are