Improve field funtionalities on the Add Invoice page

In the Add Invoice page in NXT, please improve the functionalities of data entry fields and columns. It's now necessary to jump back and forth between multiple tabs just to complete one invoice.

  • The search option doesn't work in the Accounts field in the GL Distribution section. I've experienced this, and I've been told this by FE support staff. This requires us to have a separate tab open showing all the accounts and numbers.

  • Nor does the search option work in the Projects field, also requiring a separate tab showing all the projects and numbers. And, for those of us with a lot of projects, not all projects fit on one page, requiring us to toggle back and forth between pages, or have multiple tabs open to quickly find a Project.

  • A separate tab is also needed to search for previous invoices. I like to do to see what coding and descriptions I've use previously, ensuring correct coding and consistency from month to month.

  • Please allow column changes (size and location) to save automatically, so we don't have to make changes every single time we go to the page.

  • Please allow us to remove/add columns like we can in database, or like in NXT on the Projects page, Accounts page, and others. It'd be nice to not have to view and jump around all columns we never use. This would speed up tabbing, too.

  • Please allow more characters in the Invoice number field and the Description field.

  • Please improve tabbing between fields. It's pretty clunky now. I often need to tab multiple times to jump to the field I need to fill in. Or I grab my mouse and click on another field. This causes much less efficient movement. For example, it's not necessary to make us tab into the search magnifying glass if we've already confirmed that the number we typed in is correct. It's also not necessary to make us tab into and past the credit account and its search field, since it auto fills from the account field. Let us jump past those two fields. If we need to change something, which, at least for me, is never, we can go back to it. Or, if most people like to go to the credit accounts field, then saving moved columns would fix this issue, so those of us who don't use it could put the credit field at the end of the line, and just never go that far.

  • Please improve the field's confirmation process. I'll type in the account number or the project number, click tab, finish out the line, only to see that one or both fields returned to being empty. So I have to fill it in again. Sometimes it works and sometimes it doesn't.

Thanks.


  • Guest
  • Mar 27 2025
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