The order of presentation appears to be very random and it would be very useful to control sort order of the accounts, at least by the ID and perhaps optionally by the bank account description
YES! my clients are old school and don't like change. I have them listed by bank ID and this would save me SOOO much time than having to re-order them in the PDF.
Addendum: Just noting for clarity that the "bank account description" (not the ID) assigned on the Bank Account appears to control the order of presentation on both the main Dashboard and on the Cash Flow report. This means that consideration must be given to assigning the description there, as there is no option to use the ID as alternate sort criteria. Dashboard order is perhaps less important and more of a convenience, but Cash Flow presentation (since it goes out to client) is perhaps more significant to control. Also noting that, with recent updates, alpha characters are no longer supported in the Bank Account IDs
Addendum: It appears that the Cash flow will always enforce any "default" as the first account presented. After that, it does appear to respect the internal Bank "ID" for sort order.
YES! my clients are old school and don't like change. I have them listed by bank ID and this would save me SOOO much time than having to re-order them in the PDF.
Addendum: Just noting for clarity that the "bank account description" (not the ID) assigned on the Bank Account appears to control the order of presentation on both the main Dashboard and on the Cash Flow report. This means that consideration must be given to assigning the description there, as there is no option to use the ID as alternate sort criteria. Dashboard order is perhaps less important and more of a convenience, but Cash Flow presentation (since it goes out to client) is perhaps more significant to control. Also noting that, with recent updates, alpha characters are no longer supported in the Bank Account IDs
Addendum: It appears that the Cash flow will always enforce any "default" as the first account presented. After that, it does appear to respect the internal Bank "ID" for sort order.