Invoices - Show tracking category on invoice list screen
Invoices list - allow the user to select the invoice fields that they want to see on the Invoices list. Eg. we can search/view by Contact, but not by Tracking Category, which would be very useful.
Maggie Kavanagh
shared this idea
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Christine Litera
commented
This would be incredibly helpful and time-saving, to be able to see and differentiate invoices for an individual client, at a glance, and without having to open each to find the one you are after. Whether its by Tracking Category, Reference or Cost Centre, having at least one of these fields available to view from the Invoices list, would make a huge difference. Thank you.
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Maritza Le Moray
commented
It would be good to have a filter option under draft invoices where you can see draft invoices allocated to a specific tracking category.
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Robyn Singleton
commented
I agree with this. It is an important function to be able to search by tracking category, and would have a huge time saving effect (no need to open every invoice to see if it relates to the tracking category you're looking for).
Also the tracking category should be included and appear in the table of results when a search is performed.