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Invoice List Quick Buttons - Add preferred / default

Feature Request

It would be amazing if we can set a default preference like submitted forms folders in our profile to show which button is pre-selected in the Accounts > Invoice list. Or a way to star one as preference in the view that means if we refresh the page or first load the list, that our preference is presented first.

Some people are only focusing on unpaid invoices, others only on overdue, some only on completed. But if you reload the page to refresh the table, it defaults back to All.

Posted by Thomas Hampton ·
Status: Completed1 comment

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Comments1

  • Prue Wernicke

    Team•

    Mar 13

    Thanks for the suggestion.

    There are a couple of features that may help achieve a similar workflow.

    In the Web Portal profile settings (accessible from the profile icon in the top-right corner), you can set default tabs for Submitted Forms, which allows users to control which view they land on first when opening that section.

    For the Accounts → Invoice List, you can create and use saved views. These allow you to apply filters such as Unpaid, Overdue, Completed, or other criteria, and quickly return to the same filtered list without needing to manually apply the filters each time.

    Saved views can help streamline workflows for users who regularly focus on a specific set of invoices.