Make invoice line item entry configuration persistent

  • 3
  • Idea
  • Updated 6 months ago
  • Under Consideration
When creating an invoice, you can enter line items.  A type of items you can enter on the invoice is "time line items".  When you add "time line items", it takes you to the "select time line items" page.  This page is configurable with the fields you want entered into the invoice.  You configure the time line item entry with the "edit" button next to the "summarize by" fields at the top.  In that configuration you can edit the "data summarization" fields to add "task" and "date" to the configuration.  Once configuration is complete, when you add "time line items" to the invoice, those configured fields show up on the invoice. 

The problem is, when you go to create the next invoice, the configuration for the "select time line items" page is reset to its original state, and you have to add the "task" column back EVERY TIME you add items to the invoice.  This needs to persist not only across "time line items" entry, but across invoices as well.  We have to create dozens of invoices regularly, and it is very inconvenient to have to make this change every time.

We need the "data summarization" ALWAYS persist our settings, which is inclusion of the "task" column.
Photo of Ellinwood, John

Ellinwood, John

  • 2 Posts
  • 0 Reply Likes
  • frustrated

Posted 1 year ago

  • 3
Photo of Aashnee Kamboj

Aashnee Kamboj, Community Moderator

  • 1442 Posts
  • 102 Reply Likes
Hi John,

We understand the requirement. We will be taking this up as an Idea and update you in case of any progress on the same

Thanks,
Aashnee
Photo of Richard

Richard, Design Team Manager

  • 63 Posts
  • 7 Reply Likes
This would make it easier as most people use the same settings for all their invoices.
Photo of JJ

JJ

  • 36 Posts
  • 9 Reply Likes
This reply was created from a merged topic originally titled Invoice columns and grouping should be saved.

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?