Search Function in Needs Action Page
complete
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Katrina Barber
It would be really good to have an ABC type of index or sorts at the top of the page for going quickly to a other part letter e.g. "O" when completing actuals because even when you sort by other party it can take a long time to get to the middle (even when reverse order z-A etc.).
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Mikayla - Farm Focus
complete
You now have the ability to use the search function in the Needs Action screen on both the invoice and transaction side.
R
Ruth Mackintosh
Great to see this 'in progress'. Ordering by "Other Party" doesn't always help me - sometimes the first word is an initial or something that I can't remember - so I have to scroll through the whole list. A search would be really helpful.
Mikayla - Farm Focus
in progress
Mikayla - Farm Focus
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Jane-Farm Focus
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Jane-Farm Focus
Hi, Thanks for the clarity. As I understand you would like a search function to be included in the Needs Action page. I will pass this onto the Development team for consideration. I will also keep this post open to gauge support from others as it helps with the prioritisation process.
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Rachel Mathis
Hi thanks for your email. Yes I am aware of those functions, yet prefer to use the find/search option for specific invoices Im looking to find.
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Jane-Farm Focus
Hi Rachel, Happy New Year. Thanks for your feedback. Are you aware that you can sort by Due date, Other party, Reference or Amount by using the drop down arrow key on the Header screen in both the Invoices and Bank transactions sides of the Needs Action Screen (see below). Using this function should help you find unmatched invoices and transactions.
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Jane-Farm Focus
Hi Katrina, Thanks for being in touch. I'm trying to better understand your request. Are you on the Needs Action page and do you want a search function in the Needs Action page? Have a great Christmas
K
Katrina Barber
Jane-Farm Focus: Yes - on the Needs Action
Farm focus
Hi Leigh, while we don't currently have this as a feature you can use the category headings to sort the information i.e. click on Other Party and it will sort by Other party. This may help bring the relevant information into order for you
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