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8 votes
Thanks for sharing your idea of extending the search bar to Reporting Menu, and letting us know the changes that matter most for you.
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10 votes
Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.
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umlex matlex
commented
To improve the new invoicing and payment system, it would be helpful to have the option to set a default bank account in the “Add Payment” function, as currently users must manually enter the account number or search through the entire chart of accounts. In the old invoicing system, bank accounts were automatically populated in this field, saving time and reducing errors. Adding a default account feature would streamline payments and make the workflow more efficient—similar to how a clear, easy-to-navigate menu helps customers quickly find their favorite items, as seen on Starbucks Menu Prices Canada https://starbucksmenupricescanada.com/
Adding an auto-focus search bar to the Reporting menu would significantly improve user efficiency and consistency with the Organisation menu experience. When users click the Reporting dropdown, the cursor should automatically focus on the search field, allowing instant typing to find specific reports quickly without navigating through multiple menus. This small UX enhancement would benefit power users managing large datasets or frequent reports, streamlining workflow and minimizing clicks. For instance, just as the Stansted Airport Shops List https://airportterminal3.com/stansted-airport-shops-list/ webpage offers a quick-access layout for users to search and view details effortlessly, implementing a similar auto-focus search within Reporting would create a more intuitive and seamless navigation experience.