Quotes and Invoices Column filter option (As in Purchasing)
There is a function in Purchasing to choose column options I would like the same option if possible in Invoicing / quotes. We ideally need to see the account number in the list as we have a variety or customers in different councils and need to be able to search by council - which is not listed in the customer name.
The option is available in purchasing so wondering if this feature can be transferred to quotes and invoicing also
Emma Gamble
shared this idea
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Jenny Gibb
commented
It would make all the difference to how we can interact with Xero with our Sales customers.