Feature requested
Save pre configured searches of purchases / sales/ clients
Typical use case
A regular task is to check for purchases in the current tax year that have:
- not got receipts attached
- Not had a project tag added
- Been tagged as a direct payment without an invoice/purchase order
Also for GDPR/data cleanup
- Had no invoice/income in last 6 financial years
How I would expect it to work
After listing purchases and doing a search for the pre-configured financial year and selecting the various options to find ones without receipts etc a button allows the search and display setting (show tags etc) to be saved as a named search.
Named searches should be listed in the Custom Reports section or on the main dashboard as a set of common reports/tasks, or in the custom side menu