Settings and activity
4 results found
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9 votes
Fahim Ahamed
supported this idea
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27 votes
Hi team, we appreciate this idea is gathering interest and we're continuing to keep a close watch on the support this receives.
While we don't have immediate plans for enabling an option to search by description directly from the Sales search, we'd like to highlight another option that you may find handy - You can use JAX to query and return results about your invoices.
See the example provided in my screenshot 😊
Fahim Ahamed
supported this idea
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67 votes
Hi community, circling back on this idea we want to be upfront that we don’t have plans in the near term to add Description as a column in the Invoice list.
That said, we really appreciate everyone who shared their use cases, and our new JAX tool may help with many of these needs.
With JAX, you can ask questions about your invoices, such as:
- “Show me invoices from the last 30 days that include <product or description>”
- “Summarise my last 20 invoices in a table, including a summary of the product and/or description for each line item”
While we’re not planning to add this field directly to the Invoice list, I’d really encourage you to give JAX a try and see whether it helps achieve what you need here. Thanks
Fahim Ahamed
supported this idea
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10 votes
An error occurred while saving the comment Fahim Ahamed
supported this idea
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I agree