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KashFlow Ideas

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Product IRIS KashFlow
Categories Reports
Created by Guest
Created on Nov 11, 2019

Allow direct click to customer record from Income by Source

From the dashboard clicking on the income from source graph and then one of the pie sections gives a list of invoices.

At the moment the two links whether  it be  the invoice number or customer name both go to the customers invoice. 

It would be useful if the invoice number when clicked  went to the invoice and the customer name went to the customer record. 

I often have invoices that are imported that need the source changing to make the graph accurate. It would cut  down clicks to be able to go direct to the customer.

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    • Julie Shepherd
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      Nov 19, 2019

      That sounds like a great idea - thank you.