When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticke

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NEILR
NEILR Reckon Alumni Posts: 40 Former Reckon Staff Member Former Reckon Staff
When an Estimate is converted to an Invoice, have the 'Estimate Active' option automatically unticked
40
40 votes

Future consideration ยท Last Updated

Just an update on this idea, we're going to mark this as one we'll consider in the longer term future. I know this would be a really handy improvement and it sounds straightforward however our teams have investigated the feasibility of this and there's a significant degree of complexity in the code and workflow, particularly when using progress invoicing. In addition, the codebase involved touches several critical workflows, and making changes here carries a high risk of unintended impacts on other features and functionality. Due to this, it's unlikely that this idea will be implemented in the near future. However, weโ€™re keeping it on our radar and may explore it again down the track.

Comments

  • Michelle Denton
    Michelle Denton Member Posts: 5 Reckoner Reckoner
    Currently when creating an invoice from an estimate, it's necessary to go back to the estimate an mark it inactive which is time consuming.
  • Rav
    Rav Administrator, Reckon Staff Posts: 14,428 Reckon Community Manager Community Manager

    Hi everyone

    Just an update on this idea, we're going to mark this as one we'll consider in the longer term future. I know this would be a really handy improvement and it sounds straightforward however our teams have investigated the feasibility of this and there's a significant degree of complexity in the code and workflow, particularly when using progress invoicing. In addition, the codebase involved touches several critical workflows, and making changes here carries a high risk of unintended impacts on other features and functionality.

    Due to this, it's unlikely that this idea will be implemented in the near future. However, weโ€™re keeping it on our radar and may explore it again down the track

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