Suggestions for searching for invoices quickly. In your "Overview" screens would you consider offering a quick search. It doesn’t need to to search all plugins, just the plugin you are in. eg. Invoices » overview » search "company x", all invoices for that company display quickly.

Suggestions for searching for invoices quickly. In your “Overview” screens would you consider offering a quick search. It doesn’t need to to search all plugins, just the plugin you are in. eg. Invoices » overview » search “company x”, all invoices for that company display quickly.

1 answer

Peter Connor Staff November 22, 2015
Public

That’s a good idea. We know we’ve to make search better, we’ve bundled it in with projects reports. Where you can tag items with a hashtag and then build a simple on pager report based on that with alerts when budgets are met.
Thanks for letting us know. We love feedback. Pete.

#answer-2237
  1. Peter Connor November 22, 2015
    There's actually a quick search on most Overview screens. Click on the little blue magnifying glass icon at the top-right of the overview screens, and a quick search section will be displayed that will allow you to search that screen for stuff (e.g. searching for all invoices from a particular client). You can't search on every field, but we hope we've gotten the most popular ones.
  2. Peter Connor November 22, 2015
    Thanks for the feedback, and do let us know of any other ways you think we could improve the product.

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