shift7's avatar
shift7
Member
9 months ago
Status:
On Hold

Custom forms new features please

Please consider some enhancements for custom Invoice Templates screen painter:

Insert field column into a table. The field keeps appearing as a second line. I'm not sure what button we pressed but finally it appears on the same line.

Resizing the last column in the table is cumbersome. We move the last column to the left, resize it, then move it back. 

Add some data field formatting / masking attributes. Example numeric "###,###.##"

Add some standard functions example Text([invdate],"dd Mmm YYYY").

Provide ability to create custom formulae example String MyFunction("Cust:" + [CustCode]).

The example in the preview would make more sense if we could display an existing invoice.

Field descriptions would be helpful. Example explain the difference between Amount due and Invoice Total.

Ability to present a mix of rate based lines which rely on Quantity and Rate and stand alone charges where it does not make sense to show the Quantity and Rate.

2 Comments

  • Status changed:
    Open
    to
    On Hold

    We are changing this idea's status to On Hold due to low community engagement (comments and votes) over the last six months. The idea remains in our developer backlog, but it will be prioritised for review if it receives more votes.  A further review will happen in another 6 months where we will either close or re-open this idea based on the number of votes accumulated in that time.

  • Status changed:
    New
    to
    Open

    Hey shift7

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.