Manual Journals - Ability to Sort and Filter search results
Currently you are unable to concurrently search and sort results in manual journals, and can only do one or the other. Searching resets the sort to default (newest first), and sorting clears search parameters.
Please consider adding the ability to do both.
Jon Shepherd
shared this idea
Hey Jon, thanks for sharing this idea. Being able to sort and filter manual journals from the Manual Journals screen would make things a lot easier, especially when you're trying to track something down quickly.
We really appreciate you calling out how this could save time and help streamline your workflow. While some sorting/filtering is possible via the Manual Journal screen, we get that it’s not quite the same and adds a few extra steps.
This idea’s now in the Gaining Support stage. Every vote and comment helps us understand how useful this would be for the wider Xero community and gives our product team more insight when planning what’s next.
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Lydia W.
commented
Reordering lines in manual journals DOES NOT save, and it should be able to! If you click on the drag handle and reorder a few entries, then click save, only to reopen the journal later and find everything is out of order, reviewers will go crazy thinking entries were done in the wrong order when staff did it right... just xero didn't save the order of the lines... and best of all, this was working with the old manual journal interface and only broke with the "new" look and feel.
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Marinus Wassenaar
commented
For journals received from a plug in like Simplepay or Payspace etc and where those journals have lines that are mixed or not in alphabetical order, be able to click on the "Description" and it sorts it automatically to alphabetical order in ascending or descending order. Same can be done for amount in the debit and credit fields or account.
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Paul Howlett
commented
"While some sorting/filtering is possible via the Manual Journal screen, we get that it’s not quite the same and adds a few extra steps."
... Anis, that is EXACTLY what Jon is pointing out in their "idea", that you can't do both at once.
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Marcus Williams
commented
Being able to sort by unique sequence number would be even better as if month end journals are posted on the same it is difficult to see which is the latest