I have 3 additional users on my account who need to be able to find invoices without using invoice numbers yet they don't have a search box option.
It is proving to be extremely frustrating for them and me as I am having to search for things for ...
I was wondering if there could be an area created to move all information from a previous year end and store it so it wasn't showing on the current dash boards, therefore when you look at your dashboard you can immediately see any incoming or out ...