Use Favorites

Add a supported page or report to Favorites from its header so that you can reopen it from Favorites in the global navigation. A favorite preserves a supported destination such as a selected reconciliation tab and remains available until you remove it from the navigation or page header.

Add a favorite

  1. Open the page or report that you want to save.
  2. In the page header, select Add to favorites.

QuickStart displays Added to favorites. The favorite action is displayed only on supported pages.

Open a favorite

  1. In the global navigation, select Favorites.
  2. Select the saved page or report.

QuickStart opens the saved destination. A saved tab, such as a bank reconciliation tab, opens to that tab when the favorite supports it.

Remove a favorite

  1. In the global navigation, select Favorites.
  2. Select Remove favorite for the item that you want to remove.
  3. In the Remove from favorites? dialog, select Remove.

QuickStart displays Removed from favorites. You can also remove the current page by selecting Remove from favorites in its header.