Invoice to Record Quick Navigation

Navigating between individual invoices and their related master records can be a tedious, multi-step process. This recipe eliminates that friction by automatically generating direct, clickable links within your financial workspace.

Once set up, users can jump directly from an Accounts Receivable (AR) invoice to the associated Customer record, and from an Accounts Payable (AP) invoice to the corresponding Supplier record. This drastically reduces time spent searching through different modules and ensures your finance team has immediate context when reviewing transactions.