Needs Action screen & tags
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Leigh Rockell
When on the Actuals screen, would it be possible to have a column in between reference and amount that shows the Tag. This would be a quick visual check that this has been done without having to go into each transaction. Many thanks.
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Mikayla - Farm Focus
Merged in a post:
Tags in Needs Action page
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Mary Anne Stock
Be helpful when paying accounts to see which account is attached to which tag. Paid by different accounts...no tags on Needs action page
Farm focus
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Farm focus
closed
Farm focus
Hi Leigh, thanks for your comment. You can go into the Completed screen of your Actuals and filter the coloumns by Tag which will bring together the coded lines for each Tag, giving you a quick view of the tagged items.
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Leigh Rockell
Farm focus: Sorry but this does not help at all as the transactions sitting in Needs Actions screen are not in the Completed screen until they are completed. It would be useful to see the tag column as we are working in the Needs Action. Please reopen this request for consideration.
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Leigh Rockell
Farm focus: Further to my previous comment on 19 August, would it be possible to have a column in between reference and amount that shows the Tag, along with the coding so we can see at glance of the screen if this has been entered rather than having to open every transaction to see if its been done. Please reopen this request for consideration.
Farm focus
Leigh Rockell: Hi Leigh -Thank you for your comments. This post was re-opened on 20th August per your request. We will keep a check on the number of votes to see if this goes on priority for the development team. It is not currently on the backlog as there is currently a reasonable alternative available with the Completed Screen.
Once items are completed you can still go in and edit the code, description, quantity and Tag, even if it has been through a GST return (as long as you don't change the GST type). So you can see at a glance on the Completed screen all of these items you are looking for, and if you need to make changes to any you can click into the relevant one to edit.
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Jane Pearce
Farm focus: I agree with Leigh that it is better to be done at the time of entering the transaction rather than a few weeks later having to check the entry after it has been paid say on the 20th and moves to the completed screen. This is double handling and leaves room for error. On large databases this is impracticable. It is time consuming enough at the moment having to enter the tag in each and every line of the invoice instead of "Selecting All" like the code.
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Sally - Farm Focus
HI Mary Anne, thank you for your feedback. I'll add this feature request to our backlog and let you know when its status changes.