drag and drop of invoices
K
Kathy Bills
it would be great to be able to drag and drop invoices into the transaction needs action screen without having to open each transaction to do it.
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Jo - Farm Focus
Merged in a post:
Let me drag and drop lines in my invoices
R
Ruth Mackintosh
I copy invoices month to month for the same set of customers. They often use different services. Because I can't re-order my copied invoice, either I have to send wonky invoices (with services out of order) or have to re-create invoices from scratch. Dragging the lines in my invoice to re-order should be quite simple to do.
J
James & Danielle McDonald
Yes I have this same issue and I would like to be able to copy certain individual lines again too as often it can be be similar info that I am invoice (save retyping whole thing). It would be easy if the 3 dots on right hand side of invoice lines offered copy as well as delete line, or add line below.
Mikayla - Farm Focus
Hi Ruth, thank you for your feedback.
I will pass this along to our development team for consideration.
J
Jane McLennan
Hi Kathy, We have recently upgraded the Farm Focus Matching capability. In the Actions page, under the Matching tab you are able to quickly match invoices with transactions. Does this answer your request?
K
Kathy Bills
Jane McLennan: no sorry it doesnt
Farm focus
Hi Kathy, thanks for your feedback. This would be a great function, particularly on the Completed screen. We have put this on the backlog with our development team and will keep you posted on progress.