RELATED IDEAS
Quick link/tab to"search images & transactions" on top home page with quicker way to access favorites/most used Categories.
We need to search for previously paid invoices and deposits often. There are too many steps involved to find a transaction. Combined with the slow system, it is painfully long. If I am already in a client on the main page, I shouldn't have to enter the client again on Search Images & Transactions. It should default to that and give you option to change client if needed.
A way to access most used categories (i.e., invoices, deposits, ets.) that is one step and can be modified by user. So maybe in addition to a pull down menu for Category, we can select favorites to be tabs up at the top.
This would be a big time saver. If this exact idea isn't possible, maybe make the transaction categories always appear at the top of the drop-down list in the search screen.
I think this is a good idea. Or perhaps as an extra tab that is marked FAVORITES where a user can put 3-5 selections they use most. I can't begin to tell you how many times someone emails me and asked "when did this get paid"? Make it easier for us please.