Frappe Books: User Testing Issues

[umairsy]

Database Won't be understanding for User

Fiscal Year start and end date should be 1/4/YYYY and 31/3/YYYY+1

List View - Empty state and prominent Primary action

List view result - Differentiation in select value and next action (like Create)

Navigation

from transaction to Master view (side bar) doesn't convey on which form to act. Perhaps if side bar is visible, then main form should be frozen. Mainly, providing one action point/form. Side bar is nice though.

UoM:

Call it Unit or Nos. Not "No"

Item - Default Expense:

Don't show Stock Received but not Billed Account.

item Rate fetch

Steps:

1. New Invoice
2. New item (with price)
3. Back to invoice > Select items

Item Rate not fetched

Invoice Qty

Set 1 by default

Sales Invoice - Next Actions

Can we should button right away?

Terms in Invoice

Provide text editor field (could be set as default?) for terms.

Invoice Header

1. Isn't intuitive that Company Name should be part of "Letter Head". Give it 2/3 space?
2. Too much space for Phone. May append below address? 1/3 space.

Dashboard not updated after invoice creation

Haven't located Chart of Accounts as yet!!

Provide a link for Chart of Accounts view in left bar. It's beautiful and should be showcased. An option to create an Account from CoA view itself will be big win.

Sales Invoice Paid?

While creating invoice, I didn't see any fields related to payment.

New Account creation issue

1. Why Balance field ?
2. If select parent account, we can append Root Type and Account Type of parent itself.
3. New form should indicate an area on clicking which form will become editable.

No GL Posting against an Invoice

Purchase Invoice

Can we call heading as Bill, since we are naming Bill in the left bar as well?

[netchampfaris]

All of these issues are addressed in the latest update.