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Status Under Consideration
Created by Guest
Created on Aug 3, 2023

Cash Flow Report - Sort by Bank ID

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

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  • Guest
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    Mar 28, 2024

    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.

  • Guest
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    Dec 15, 2023

    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

  • Guest
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    Oct 20, 2023

    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.