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Copy values directly from the bookkeeping list

Some clients have requested the ability to copy individual values (such as invoice numbers, archive numbers, etc.) directly from the bookkeeping list. At present, users can only copy an entire row or open the invoice to extract the information. Relying on Google Lens is not a viable solution, as it hinders efficiency for bookkeepers and approvers.

  • Guest
  • Aug 18 2026
Bookkeeping module
  • Attach files

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