User guide › Team and admin
Favorites, history and notifications
Shared stars for records you use often, the change history of each record, and alerts.
Favorites
- Star an invoice, estimate, customer, supplier or item with the star next to its title.
- Favorites are shared with the whole organization. They show as yellow stars in lists, and starred invoices, estimates, customers and items are listed on the dashboard.
- The primary admin decides who may change favorites: only the primary admin, admins too, or everyone (Settings > General). Everyone can see them.
History
Growth plan: History is a Growth plan feature. It is recorded from the day your organization moves to Growth.
- Open the history of any invoice, estimate, customer, supplier, expense, item, payment or credit note with the history button (a clock with an arrow) next to its title. On a phone, it is under the ⋯ menu where the page has one.
- Each entry shows who did what and when, and which fields changed from what to what.
- It records creating, editing and deleting, cloning, estimate conversions, favorites, and printing or exporting invoices.
- Status changes on invoices, estimates and expenses are entries of their own, such as Marked as Sent or Marked as Paid. Creating an estimate straight as Sent shows Created and then Marked as Sent.
Notifications
- The bell at the top shows alerts for you, such as a reminder before your Growth plan's paid period ends.
- Mark them read or delete them; this only changes your own view.
- The primary admin also gets the plan reminders by email.