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Invoice Creation: Selecting the right project is painful
When creating a new invoice, I go to select the relevant client/project from the list, but it's a chore, because the list isn't grouped either by client name or by project name. With our 20+ projects, it takes me a while to find the right one.
It would be really helpful to have the projects sorted alphabetically by client name, and then within that by project name.
It would be really helpful to have the projects sorted alphabetically by client name, and then within that by project name.
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Inappropriate?Tim, your cry of pain is heard, and we'll work hard to bring forward our plans to alleviate it.
In the meantime, if you select "New Invoice" from the Project page itself, that project will be pre-selected in the invoice form. Aspirin only though, I know...
1 person says
this solves the problem
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Inappropriate?Tim - this is now coded and will be with you in our 'Paneer' release coming next Monday.
I’m happy
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Inappropriate?Oh yeah. This is the stuff. Very nice.
- Thanks. -
Inappropriate?There is one minor change I'd suggest to these menus:
The way it's currently grouped, you have the client name, then all the projects for that client. But each project has the clients' name repeated, which makes it a bit harder to scan the list and find the right project.It would be clearer with just the project name. -
Inappropriate?Tim, the reason we did this is that when you don't have the drop-down list 'dropped-down', you can't tell which client your 'web design' project is for. You'll end up clicking the list to check if you have several projects with similar names.
One alternative would be do display the client name in a label somewhere else, and dynamically update it when the project is changed. But we're hoping to keep things simple if we can.
Does that make sense?
EMPLOYEE
