Navigation - Quick Switching Between Invoices, Quotes & Bills
Be able to swipe (or buttons on the desktop) - left and right between invoices, quotes etc (both for all of them and for each company)
Mark Dickens
shared this idea
Hi Mark, it’s clear that being able to move between different transaction lists more easily would make workflows smoother, especially when you’re juggling multiple parts of the business—like checking a quote one moment and verifying a bill the next.
At the moment, switching between Invoices, Bills, and other areas often means going back to the main list, which adds extra clicks and interrupts your flow.
As a workaround for now, you can right-click on Invoices or Bills in the Business menu and select Open link in new tab. This lets you keep multiple screens open at once and toggle between them without losing your place.
This idea has been moved to Gaining Support so we can track interest in a built-in quick-switch feature.
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Art to Art Accounts
commented
It would be great if you could just arrow up or down from previous invoice or bill to next (as you can in Shopify between orders) rather than going all the way out to the menu and back in. So cumbersome.