Hello, my company would like the option to see the "Invoice Reference / PO Number" field from a project listed as a column on the "Projects Summary" page.
As an alternative, perhaps a user could change what's displayed in the "Project" column on that page. So instead of: "[Client]: [Project or Contract Name]", I could set it to: "[Invoice Reference / PO Number]: [Project or Contract Name]".
It'd help that page be a more useful overview for us.
(Sorry, I'm bombarding you with stuff... hope you don't mind. I'm entering a load of past accounts onto the system, so I'm really noticing the little niggles. Plus this is great procrastination!)
On the invoice screen, the "Add invoice item" is below the scroll point; which means it takes a flick of the scroll wheel to get to it. Is there somewhere above the scroll point it could sit? I can see why it's there... it's located logically for adding new invoice items, it's just a shame it's below the scroll.
When entering an invoice item, after selecting the client & project, Freeagent has a think [1] then populates the invoice ref with a proposed value. Unfortunately (in Safari at least) if you have this field selected because you've tabbed to it (I tend to tab through forms as I find it quicker), the focus is lost after it's populated with the proposed value. I suggest the following slightly trickier possibility:
* FA gets the proposed ref
* FA checks to see if the invoice ref field it selected
* If the field is selected, populate the field as it does currently, then (if poss) reselect the field and the entire value in it so the user can either change it or simply tab onwards
Maybe even an on page spinner to show that FA is thinking?
[1] Contacts the server to request a proposed invoice ref via AJAX, I assume.
Once you've explained an expense it would be good to have a button saying "Create Explanation, and show next unexplained" - or maybe something shorter ;) This would make moving through the expenses a fair bit quicker