As mentioned in the last post, we implemented reminders. Besides we made a few little changes.
Estimates
Now Estimates can be tagged with a status-option. While implementing this, we deleted a few not used status-settings. The now available Options are:
- draft, open, accepted, rejected
In the Background we switched the known status billed in accepted. This status was automatically set when an invoice was created for the estimate. This function is deleted. The arguments for this step will be communicated in the comment-area, if somebody want to know more about this.
We also gave estimates the option to give them a title. It is already used in the reminder section and is nice to place for example a project-title in your pdf-template. This field is also tied to the textsearch.
Invoices
The automatic setting of invoicenumbers for new invoices is cancelled. That is made because now Invoices saved as draft do not reserve a invoice-number. As known the invoice-number is now set when opening the invoice.
Main-Menu
After more and more document-types filled the section invoices it was time to get a drop-down-menu. In the Future we will insert a navigation-section called documents, where also the estimates will be organized.
BILD-> Screenshot Drop-Down-Rechnungen (gibts nicht mehr J)
Secrets
In the Screenshot above you can already see a new Function ….find the mistake….
It is not done yet. Also a secret is the web-template and product thing.
Interface
The formular for the search of your Login-Adress is pimped with a little usability-upgrade. When you fill one field ( domain or eMail) the other remaining field is deactivated.
The displayed total in the header section is taken away. Our Users did not want to make employees or friends being able to see that at a glance.
Last but not least we took care about out lists and search options. After we implemented the lists first there had been several discussions about the default settings of how it shows up after clicking it first. For Example the Invoice List was switching within the last few weeks from being sorted after date of invoice to status to price to client to invoice number (last setting). Same issue was in the lists for clients and products. To end this we decided to sort the lists after date of change. That makes the user having a consistent sorting of all lists and makes him able to see the most actual files first.
