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 

Did this answer your question?