Sage 50 UKI Ideas Portal

Being able to sort the fund Activity screen (and have a running total)

When the activity of a fund is selected it is in strict transaction order and cannot be sorted in any other way.  This is not much use when last transactions are added and it would be preferable to be in date order.

Also, there appears to be no report nor screen to give the fund balance at any time short of exporting the activity to excel (which for the General Fund can take ages due to the sheer number of transactions), where the data can be usefully sorted and a running total added.

Being able to sort by date and having a running total, would be a boon to keeping track of funds and how they have been changing over the months.

  • Guest
  • Feb 1 2023