Skip to main content
All CollectionsFrequently Asked Questions
Select a default document status
Select a default document status

Set a default status for new Report, Quotes, Invoices or Purchase Orders

Natasha Tyrrell avatar
Written by Natasha Tyrrell
Updated over 3 years ago

If you want you report to be visible in the customer portal as soon as they are created, without going to a draft status you can set them to be created in Approved status

Select a default status for new reports

Open settings - Templates - Reports

Click on Report settings on the top right

Select Approved as the default status for your reports for the reports to appear in the customer portal as soon as they are created

Select a default status for new Quotes, Invoices or Purchase orders

Follow the same steps as above to set a default status for other documents, setup in

Did this answer your question?