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