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.

     

Have more questions? Submit a request