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aldotcom-aol-com
October 22, 2024
Question

How do I turn off SUGGESTED TRANSACTIONS?

  • October 22, 2024
  • 2 replies
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Original commenter did not share additional details

    2 replies

    K
    KimAnnVA
    October 22, 2024

    Gear Icon on the top right corner > accounts and settings > advanced tab

     

    You will see several things that can be turned on and off, one is "Automation" > Pre-fill forms with previously entered content

    K
    Kevin_C
    October 22, 2024

    You can manually disable it by clicking the X button, aldotcom. Let me discuss it further below.

     

    If you meant the Suggested Transactions window on the invoice page, it will automatically populate if your customers have outstanding transactions that can be linked to your invoices, such as billable expenses or billable time. You can turn it off by clicking the X or back arrow button.

     

    If you're referring to the transaction itself, you can follow what KimAnnVA outlined above to disable it.


    However, please provide additional details if this isn't the case and if you mean something else regarding the suggested transactions.

     

    Furthermore, you can explore these articles for comprehensive guidance on adding extra details or customizing your sales transactions:

     

     

    I've got you covered if you have other questions regarding the suggested transactions. I want to ensure this gets resolved for you. Stay safe.

    J
    jebuonto
    March 1, 2025

    Open the "Manage" section while editing an invoice and expand the first option "Suggestions". There is an option to disable suggestions there.

     

     

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