Pin the reports you use most often and reach them from the top bar on any page — no more clicking through the reports list every time.
Where to find it
You pin reports from Reports → Reports (the accounting reports list),
and you open your favourites from the favourites button in the top bar, which is available on every page.
Pin a report
- In the reports list, click the pin icon next to a report to add it — the tooltip reads "Pin as favourite".
- Click the pin again to remove it — "Remove from favourites".
Open your favourite reports
Click the favourites button in the top bar to open your Favourite reports, then pick a report to open it. Before you've pinned anything, you'll see "Pin reports as favourites for quick access."
Good to know
- Your favourites are personal — each user has their own.
- Right now you can only add accounting reports as favorites; more report types will follow.
When you add favorit reports in your Client Manager, they are added to all your clients. Remove favorit reports from your clients directly.