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'Sort by' feature on supplier open balance

Jodie Vermeer

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

Accepted answers

Acctd4

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 😊

All comments

Acctd4

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.

Jodie Vermeer

Hi Shaz, that worked perfectly! Thank you ☺️

Acctd4

Great to hear @Jodie Vermeer ! 👏🏻👍🏻😁

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