Manage saved items and work
Reuse items, tasks, expenses, trips, and tags across documents and Track.
Open in Invoice AuraWhat to do
- 1
Choose a catalog
Open Items, Tasks, Expenses, Trips, or Tags.
- 2
Add a definition
Enter the name and its rate, unit, or description when relevant.
- 3
Save
The definition appears in matching editors and autocomplete fields.
- 4
Manage the list
Search, page, archive, or delete with confirmation.