Contacts - Filter Suppliers with Balance
When I click on my suppliers list, it shows the name of the supplier on the left, and on the right a total balance outstanding.
However it didn’t allow me to filter out the suppliers with no balance. I just want to sort or filter by those that have a balance.
Paul Asaro
shared this idea
Thanks for sharing this idea about being able to filter the supplier list to show only suppliers with an outstanding balance. We appreciate you explaining how this could make it easier to identify the suppliers you currently owe. 😊This idea is now open for community support through votes and comments. We encourage others who would benefit from this to add their votes and share how they’d use this functionality. Specific examples of how this would improve your workflow will help us understand the broader need and prioritise the right solution.
We’ll keep an eye on the feedback and engagement this receives.
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Paul Asaro
commented
Basically this would just be filtered views within each menu item- Suppliers, Customers, Invoices, Bills being the most important.
The pages would be the same, just with a filter button near the top of the body of the page. You could filter only those customers with a balance, in the Customer page. Same with Vendors. Or on the Invoices page, only show invoices for a certain customer or date rate, or only those outstanding.
I understand there is a way to do all this elsewhere, but running reports is not efficient- it is good for month end review, not jumping around here and there to get pieces of info.