Skip to Main Content

KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

Could the Transaction list be ordered by 'Date' but default?

The point of the Transactions page is to provide us with a snapshot of invoices and payments, rather like a Statement.

Having the payments as separate entities is a useful addition to 'old' Kashflow.

However, it's currently ordered by number, which isn't helpful when seeing at a glance which payments relate to which invoices.

Could the list be ordered by Date descending by default, to save making that selection each time?

  • Attach files
      Drop here to upload
    • Julie Shepherd
      Reply
      |
      Aug 23, 2018

      Sorry Graham, I misunderstood your request - you would like the transaction list to be ordered by date by default.  I can see this would be useful and will put it forward for inclusion in a future release.

    • Julie Shepherd
      Reply
      |
      Aug 23, 2018

      Hi, yes, this is already possible by clicking on the Date column title, this will sort the items shown in the table into date order, clicking again will reverse the order.  All of the column headings apart from "Actions" work in this way on the transactions page so you have the choice of how to view them.

      Regards

      Julie