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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit KF-I-4930 Re: New Supplier / Customer views - Default transaction view to Purchases for Supplier, and Invoices for Customers.

Transaction List - date selection according to financial year Merged

Our preference would be to display all transactions by default on the Transaction List page (as in 'old' Kashflow').

However, the default is one calendar year, which is not helpful to anyone whose financial year isn't 1st Jan - 31st Dec.

So, please can we suggest some other filters?

1. All time (rather than having to guess when the customer became a customer)
2. This quarter
3. Last quarter
4. Last 2 quarters
5. Last 3 quarters
6. Last 4 quarters

You already know from the Settings page when an accounting year falls...

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  • Aug 22 2018
  • Released