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Reconciling multiple invoices - improvements?
I have just started using FreeAgent and I'm very impressed. I have noticed a couple of areas which I hope you can improve on. After searching it looks like my first one had already been suggested, I would just like to add my support for it. It's improvements to the reconciling function I really hope you can make, number 2.
1. Add a 'New invoice' button to the show invoice page. (add my support please, hope this is added soon)
2. Reconciling multiple invoice into a bank transaction is something I do all the time, as my clients pay in bulk payments. Can this procedure be simplified, because it requires the user to keep revisiting the the original transaction on the statement over and over again (a lot of clicking). So is it possible that when you are on the 'Explain a Transaction' screen allocating the money to say an invoice. Can an 'Add Explanation' button be added to the page, so you can add multiple invoices to a single bank transaction without leaving that screen?
3. Also when creating an invoice can the drop down menu for Qty be set to the option the user always uses say 'Services'. Or is there a way to remove the Qty field? It would be useful if it remembered the previous setting at least.
Keep up the good work.
1. Add a 'New invoice' button to the show invoice page. (add my support please, hope this is added soon)
2. Reconciling multiple invoice into a bank transaction is something I do all the time, as my clients pay in bulk payments. Can this procedure be simplified, because it requires the user to keep revisiting the the original transaction on the statement over and over again (a lot of clicking). So is it possible that when you are on the 'Explain a Transaction' screen allocating the money to say an invoice. Can an 'Add Explanation' button be added to the page, so you can add multiple invoices to a single bank transaction without leaving that screen?
3. Also when creating an invoice can the drop down menu for Qty be set to the option the user always uses say 'Services'. Or is there a way to remove the Qty field? It would be useful if it remembered the previous setting at least.
Keep up the good work.
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Inappropriate?Hi Gavin,
1. Would a "duplicate this invoice" be useful on this screen? We've had this mentioned before.
2. We know the explanation procedure (while very flexible) isn't as intuitive or speedy as it could.
We've been talking about ways to improve it and have a few really great ideas regarding this. I'm not sure when we'll be able to put these into place.
3. Making it remember the previous value is something we'll have a chat about -
Inappropriate?Hi Roan,
Both would be great a 'New invoice' and 'Duplicate invoice' would be great. The new invoice button would start at the 'New Blank Invoice' screen and duplicate button would go straight to the invoice show screen with same client details ready to add an item to the invoice. If you just added one button 'New invoice' would be better for me, just to reduce the amount of clicks to get to a new invoice.
I hope you can improve the explanation procedure soon.
Thanks
Gavin
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