Sage 200 UKI Ideas Portal
Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.
Please note the following Sage 200 Ideas Portal Guidelines apply to the use of this portal.
When looking at a nominal account enquiry, the transaction filter is currently defaulted to "No filter" so you see all transactions in date order and then need to filter/sort to find what you want.
It would be useful if you could set the enquiry to default to "Filter by period". That way upon opening the enquiry, you would see this years transactions only and could easily select a period if you need to narrow it down.
| Idea Benefit | Time saving, clearer to view |
| How do you solve for this problem today? | Manually filter. I almost always need to look at a period in the current year, so it's annoying to always start with old data (and I know we can Archive transactions but we don't always want to do that when a year is still being audited). |
| Product Variant | Sage 200 Professional |
Thanks Geoff, I will forward this on to our Business Partner
Easily done with script - get your business partner to package and install this Sage.MMS.NominalLedger.TransactionEnquiryForm.vbs:
Imports Sage.Common.Controls
Module addInModule
Public Sub Main
ctype(form.FindControlByName("transactionfilterComboBox").UnderlyingControl,EnumComboBox).SelectedIndex=2
ctype(form.FindControlByName("currenttransactionsList").UnderlyingControl,List).DataSource=nothing
End Sub
End Module