Customer transaction history.

Ramona Rayner
Ramona Rayner Member Posts: 1 Novice Member Novice Member
edited July 30 in Accounts Hosted
Since upgrade to 2020R2. Transaction history in customer file has changed. 2020 transactions are now at the bottom of the page, so you have to scroll down to get latest details. Could this be as simple as a setting change?

Comments

  • Eric Murphy
    Eric Murphy Member Posts: 594 Reckon Hall of Famer Reckon Hall of Famer
    edited July 2020
    Ramona,
    I believe you can just sort by the list in descending order by clicking the date tab once or twice to change the order.
  • Bruce
    Bruce Member Posts: 447 Professional Partner Professional Partner
    edited July 2020
    Off the top of my head I can't think of a report in Hosted where the default position is not the earliest date first.   To change this
    - open report
    - in the sort field change from "default" to "date"
    - an "a-z" icon will then pop up, click this to change to "z-a"
This discussion has been closed.

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