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Status New idea
Workspace Reckon One
Categories Reports
Created by Guest
Created on Mar 26, 2024

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Sort order Trial Balance

P & L and Balance Sheet have an option to be sorted by account names.

Trial Balance does not have this option.

Many clients do not use account numbers/codes so P&L and Balance Sheet are sorted by in their respective groups. (i.e. Income, expendiutre, Bank Accounts, Assets, Liabilities, Equity)and then by Account name. However, the Trial does not have this option. Why????? It is very messy.

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  • Guest
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    |     Apr 8, 2024

    Agree with both Penny and Steve. The report is very unprofessional and not easy to read.
    This is a financial report that is presented to clients, accountants, banks, etc.
    Urge the team that all reports are brought up to standard with presentation, acceptable layout and filtering.
    The related ideas that show up on the left of this post add substance to the above comments.

  • Guest
    Reply
    |     Apr 8, 2024

    Agree with Penny. Ability to sort by Account Names would be a great option and most likely easily implemented

    Steve Neal