Settings and activity
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4 votes
Thanks for bringing this to the community. We understand the request to have a single-column Trial Balance that shows the net balance for the current period.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could help your workflow, add your vote and share which reporting or import processes you’d use it for.
Paul Asaro
shared this idea
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1 vote
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.
An error occurred while saving the comment Paul Asaro
shared this idea
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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.