Working with lists

Businesses, clients, items, units, categories, currencies, banks and wallets, presets, style profiles and layouts all work the same way. Learn it once here.

The list and the form

Every screen has the list on one side and the selected record on the other.

• Add opens an empty form. Required fields carry a red star, and Save only works once they are filled.
• Select a record to see it and change it. Save to keep your changes; if you leave with unsaved changes, the app asks first.
• Each record shows how many invoices and quotes use it, so you see at a glance what matters. The quotes count hides when quotes are turned off.
• Search finds records by name as you type.
• The trash icon deletes a record. A record that invoices still use cannot be deleted: archive it instead.

Archive instead of delete

Turn on Archived to hide a record from everyday lists and pickers, without losing it or the invoices that use it. Turn it off to bring the record back.

Filter and sort

Customize opens the filters and sorting of the list, with the number of results:

• Active (the default), Archived or All.
• With invoices or Without invoices.
• Inactive for 30, 60 or 90 days: records with no invoice in that time, to find clients who have gone quiet or items you no longer sell.
• Sort by name or last update, ascending or descending.

Import and export with Excel

Import / Export moves records in and out of Excel:

• Export saves the list to an .xlsx file.
• Download template gives you an empty file with the right columns. Fill it in, then Import it to add many records at once.
• If a row cannot be read, the app names the row so you can fix it.

Layouts export one at a time as .json files instead (see Layouts), and invoices export from their own list (see Invoices).