Within your Actuals screen, the Needs Action, Completed, Stock Activity and Tax Invoices tabs, can be sorted to view your transactions in a specific order.
The default view is your current financial year sorted by payment date.

The table below highlights the column headings for each screen.

To sort by column heading:

  • Click on the chosen column heading to sort your transactions
  • Click the heading again to sort transactions in the opposite order
    TIP: A small white arrow will show next to the column heading to identify the chosen view.

Screen default views and additional columns

Needs Action: Invoices

  • Due date - Default
  • Other party
  • Reference
  • Amount

Needs Action: Bank transactions

  • Payment date - Default
  • Other Party
  • Reference
  • Amount

Completed

This screen displays your current financial year by default. You can view earlier years by selecting the financial year drop down menu highlighted above.

  • Payment date - Default 
  • Invoice date
  • Other party
  • Description
  • Code
  • Gst
  • Tag
  • Quantity
  • Bank account
  • Amount

Stock activity

  • Event date - Default
  • Event type
  • Code
  • Description
  • Tag
  • Amount
  • Quantity

Balancing

  • Default view: The most recent transaction at the top followed by earlier transactions. The screens purpose is to ensure the correct running balance of your bank accounts. The order cannot be sorted. 
  • Filter by bank account by selecting either of the settings cog options shown above.

Tax Invoices

  • Invoice date - Default
  • Other party
  • Reference number
  • Bank account
  • Invoiced 
  • Balanced 

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