Lists and navigation
Most work in yRecurring starts on a list: customers, invoices, subscriptions, the catalog. Every list shares the same toolbar, so what you learn on one works on all of them. This chapter covers saving a list setup you keep coming back to, downloading a list as a CSV file, acting on many rows in one go, and the fastest ways to get around the app: the command palette, the keyboard, and dark mode.
In this chapter
- Saved views Save a list's filters, search, sort, and columns under a name, and come back to it in one click.
- Exporting a list to CSV Download any list as a CSV file that matches exactly what is on screen.
- Bulk actions Select many rows and act on all of them in one go, with a clear confirmation first.
- Command palette and keyboard shortcuts Jump to any record or page with one shortcut, and drive lists without the mouse.
- Dark mode Switch the app between light and dark, or let it follow your device.