The standard accounting dashboard only shows filters with pending and late invoices. I would like to add a filter showing "in process of payment" also.
What should I edit in the kanban code?
Thanks!!
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The standard accounting dashboard only shows filters with pending and late invoices. I would like to add a filter showing "in process of payment" also.
What should I edit in the kanban code?
Thanks!!
The simplest way is to use the "Customers" menu above the Accounting Dashboard and choose "Invoices". This gives you the view you are looking for. And you can also save this to your main Dashboard app as well.
I prefer to use the Dashboard app instead of customizing the built-in views wherever possible.
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Thanks, How do you customize a view in the dashboard app?