AP update- new update is causing more steps
-The fonts/layout changed and are not as "noticeable" which makes it difficult to see things.
-When entering an invoice the dollar amount used to automatically populate in the distribution area one you entered it at the top of your payment section. You now have to manually type that out again
- When you are entering your GL account, if you don't actually click the one that pops up it will not leave it in the field. So again another click you have to make.
-Bank drafts are way more steps- did a screen record on that.
The entire update has caused additional steps and I know it sounds silly but when all you do is enter invoices, those additional steps add time and become very tedious.
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Guest
- Feb 9 2022
- Needs review
Related ideas
Agree 100%, update is taking away efficiency of entering invoice. My beef is with the column sizes of the distribution tab, they are not customizable and the description column is so small, I have to constantly widen it with EVERY entry. Paying bank draft is cumbersome (in Treasury), when done paying one it takes you back to bank menu instead of just stay in the payable screen. When paying many bank draft now there are many more unnecessary steps that weren't in database view.
Besides the items already mentioned below I just notices that when looking at the list of invoices if you want to edit one of them you can no longer right click and open a separate window. I find taking this option away it's like going backwards. I'm already not a fan of NXT and this supposedly update it's actually taking away the features I did happen to find helpful. Also was this update beta tested? If not, it should have been in order to make sure those who are using this program on daily basis agree with the upcoming changes/updates.
The amount auto populating was one of my favorite features! When choosing between several different AP programs, this was on my list of pros due to increasing efficiency and reduction of (my) mistakes.
I've never done the bank drafts that way, but I can see that any process that was available through the quick view has now increased in number of clicks. This of course reduces efficiency times as well.. Disappointing.
Yes, I agree, more steps. Another change I think makes more work is under the line item in AP - the description - When I tab over to the description, it used to highlight it and if I was copying an invoice, I could just hit delete or copy my new description in, now I have to highlight the current description, then delete, then copy my new description. Also, when typing in the description, it used to not let you go over the amount of characters allowed, now you can keep typing and then when you go to save at the end of your invoice it pops up a message stating line item cannot exceed 50 characters. Then I have to go back to the description and figure out where I should cut it short. Was much easier when it stopped you instead of finding out at the end. Hoping all of these items will be returned to what they were and I agree, it is not as eye friendly. I little bit more color would help.
Amen to that! This is a mess and it needs to be fixed immediately. I'm sure the programmers were looking at functionality and structure from a different standpoint, but clearly they are not the users as this rollout has done nothing but cause headaches.