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