Status field names
We are changing the names of two status fields.
- Post. status (Posting status) changes to Document status
- AU status (Distribution status) changes to Approval status
We are also moving the field names to labels above the dropdown fields, instead of inside the field itself.
We are making it more intuitive to view and change the default status.
Default status is set in the user settings menu
Default status is set directly in the status field, and is indicated with a star icon. The default can easily be changed to another status directly in the dropdown field.
The blue star indicates that “All” is set as default for Document status.
User is in the process of switching default status from ‘All’ to ‘Not distributed’.
Viewing comments in the worklist
The comment icon is shown on all rows. An empty icon means no comment. A filled icon means one or more comments exist.
The comment icon is only displayed on rows where comments exist. Click the icon to view the comment(s), or to add a new comment.
If you have selected a row with no comments, a grey comment icon is shown to indicate that you can click on the icon to add a new comment.
We make it more intuitive to select several documents in the work list in order to perform actions on all the selected documents - what we call multi-edit.
There was no indication that you could select multiple documents in the worklist by selecting a row in the worklist, and using shift / control to add more rows, and the selected rows were only shown with a darker colour. In the screenshot above, two rows are selected.
When several documents are selected, the multi-edit menu opens on the right of the screen.
We are now adding a separate check box that makes it easier to select several documents, and see which documents have been selected. You can still use shift / control to select multiple documents, but you can also tick in the checkboxes directly. If you want to select all the documents in the work list, simply tick the box at the top of the column.
When you have selected two or more documents, the multi-edit menu opens on the right of the screen as before.
Opening the document editor
We are making it easier to understand how you can open the document editor to view the invoice image and work with the invoice.
There was nothing in the interface that explained that you had to double-click on a row, or press Enter, to open the document editor.
We are adding an edit icon, showing that you can click this to open the document editor. If you prefer, you can still double-click anywhere on the row, or press Enter on the keyboard, as before.