Invoice columns and grouping should be saved

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  • Idea
  • Updated 1 year ago
Merged

This conversation has been merged. Please reference the main conversation: Make invoice line item entry configuration persistent

The new invoicing module allows for grouping on the invoice and selection of specific columns and their order to put on the invoice.  This allows us to tailor the resulting invoice to match our needs.  Unfortunately this group and column selection is not saved.  So everytime you create a new invoice, you need to redo these settings.  With the number of invoices we create, this gets to be a tedious exercise.  Can the last used values be saved?
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JJ

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Posted 2 years ago

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Aashnee Kamboj, Community Moderator

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Hi JJ,

Thank you for bringing up this suggestion. We do believe that this is something that is important however, currently we don't support this functionality. I can however, forward this to my team and see if they can include them in the list of enhancements.

Thanks,
Aashnee Kamboj
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JJ

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Any response from the development team?
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Aashnee Kamboj, Community Moderator

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Hi JJ,

This Idea is in our road map. We will have this thread updated as we have concrete plans on the same.

Thanks,
Aashnee

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