Overview
Users experience friction when managing invoices directly within tasks due to limited editing access, lack of attachment control, and inconsistent save behavior. Improvements are needed to streamline invoice editing, align UI patterns with the rest of Limble, and reduce unnecessary steps.
Current Limitations
• No direct way to edit invoices from the task view, users must navigate through the green “+” button and select Invoice
• No option to remove an attachment without deleting the entire invoice
• Users can replace attachments, but cannot leave the attachment field empty once a file is uploaded
• No visible “Save” button when editing or adding invoices, unlike other areas (e.g., Add Part flow)
• Saving behavior is unclear and inconsistent, relying on closing the modal
General Example
A user uploads an incorrect invoice file but doesn’t yet have the correct version. They want to remove the attachment and leave the invoice without a file temporarily. Instead, they are forced to either keep the incorrect file or delete and recreate the entire invoice. Additionally, making edits requires navigating through multiple steps, and there is no clear confirmation (Save button) that changes were applied.
Requested Enhancements
- Add a direct “Edit Invoice” button within the task’s invoice section for quick access
- Introduce a “Delete Attachment” option to allow removal without deleting the invoice
- Allow invoices to exist without an attachment (optional file state)
- Add a clear, consistent “Save” button within the invoice modal
- Standardize modal actions to match other Limble workflows (e.g., green action button like “Add Part”)
Business Value
• Reduces time and friction when editing invoices
• Prevents unnecessary deletion and recreation of records
• Improves data accuracy by allowing flexible attachment management
• Aligns UI/UX consistency across the platform
• Increases user confidence with clear save actions and predictable behavior
