Layout - Needs action screen
G
Georgie Sims
When viewing the needs action screen, it would be good to be able to hide the left hand side "invoices" so that you could view only the "Transactions". Helps when working on a smaller screen.
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Mikayla - Farm Focus
Merged in a post:
Unmatched transactions in bigger screen
R
Rachael Studholme
A way of seeing the bank transactions that have not been matched in a bigger screen? ie so the screen is not split between bank transactions and invoices
Mikayla - Farm Focus
Merged in a post:
Invoices only screen
J
Jessicah Win
Is there a way to access the left hand side (invoices) of the needs access screen as a full screen page? When I am coding I often work with Farm focus and my emails/invoices in split screen, but because the needs action screen is already invoices/transactions, the invoices side is cut off when the window is shrunk, and I can't see the amounts owing.
B
Becs Clark
Hi Georgie, thank you for your feedback.
We will keep this open to gauge support from other users.
Farm focus
Hi Rachael, Thank you for your comments. You can view your unmatched transactions and invoice in the Quick Matching page which allows you an easier and more efficient way of matching. You can find the Quick Matching page by clicking on the 'equals' icon at the top right hand corner in your Needs Action screen.