'Sort by' feature on supplier open balance

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Jodie Vermeer
Jodie Vermeer Member Posts: 15 Reckoner Reckoner
edited April 13 in Accounts Hosted

Hi, I am trying to find out how I can sort transactions in a 'supplier open balance' report by date and then number, however, there doesn't seem to be a way to do that. Can anyone help me with this?

Thanks

Jodie

Best Answer

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,020 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert
    Answer βœ“

    Hi Jodie

    The sort filters can only be set to one parameter at a time however you may find it more editable if you create your own instead.

    On the Advanced tab in the Find window (under the Edit dropdown menu along the top toolbar) …

    • Select the Account filter & choose/select Accounts Payable
    • Select the Name filter & select/choose your required Supplier
    • Scroll down to Paid Status & select Open

    Click OK then on the Report button

    Drag a column separator to the left, to close any Columns you don't need.

    Click Modify Report (at the top left) & you can now Total by AND Sort by different parameters. You can add/remove Columns here as well as name & Memorise any report to retain your settings for re-use 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

Answers

  • Jodie Vermeer
    Jodie Vermeer Member Posts: 15 Reckoner Reckoner

    Hi Shaz, that worked perfectly! Thank you ☺️

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,020 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    Great to hear @Jodie Vermeer ! πŸ‘πŸ»πŸ‘πŸ»πŸ˜

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! *** Bookkeeping & 1-on-1 customised software Training/Troubleshooting ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)

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