Accounting Ideas

Description Tab for Sales invoices

When in the customer account or sales invoices you only see the customer's name, inv. number and reference which is the P.O. number. We have to click in each one to see the description. Almost all our work is bespoke so looking back for old jobs is quite helpful when a customer is asking for a repeat job. Clicking on each invoice to read descriptions takes really long, being able to see a part of the description would cut our search time and quotation generation time in half.

It would help in purchase invoices as well.

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  • Jul 4 2024
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