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  1. Bring Filter & Search Function to the Approvals section

    49 votes

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    Under Review  ·  9 comments  ·  Join our feedback community  ·  Admin →
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    Doreen Xu commented  · 

    Its better to have payment term set up in the inbox, right now due date is same as the invoice date, we need to manually to set up the due date, easy to miss it and scraw up the QB data. This is consider very basic feature.

    Doreen Xu supported this idea  · 
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    Doreen Xu commented  · 

    on the approval page, can we have sort and search functions, it will be a lot easier to locate the items

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    Doreen Xu commented  · 

    Add column customization to Approvals section, including Customer field

    We'd like to organize columns in the Approvals section, similar to the Inbox functionality.

    Specifically:
    -Add a settings gear icon to the Approvals tab
    -Allow users to add/remove columns, including the Customer field
    -Save column preferences for future logins

    This would improve efficiency when reviewing items for approval, especially for businesses that rely on customer information for decision-making