Transaction Sort

SR1419

Hi. How can I sort transactions by vendor? I used to be able to do this. I use this feature a lot!

• SR

Alexia

Hi, @SR1419,

It isn't currently possible to sort transactions by vendor on the transactions page, but you can use the Purchases by vendor report to view all expenses linked to a given vendor. You can also filter by vendor or customer on the Account Transactions report by using the "Contact" drop-down menu.

Finally, if you want to sort through bills by vendor, you can. There is a drop-down menu on the Bills page that lists vendors. You can choose a vendor from that list to only see the bills associated to that vendor.

mishtc

The sort function on Transactions is not useful. It's a databased and can be sliced and diced by any column header, please code the interface to be able to sort by any column in the database, including Description/Vendor column, Amount column, Date column, Reviewed column, and Category column. There's is no programming reason why the database can't be sorted by more than just the Date column.
For me, since the Receipt import is built to allow duplicates and you still don't have any good duplicate finding mechanism built in, being able to sort by Amount and by the Description/Vendor would be integral in locating the duplicates much faster than the hunt and peck that I am forced to do now. When I was working in Excel spreadsheets before, that was the best way to find duplicates, to use the Sort By.

avicohen

I don't understand why Wave wouldn't have such a rudimentary option to sort by description (or really any field in the transaction view)... If I want to select 10 transactions all with the same description and categorize them the same, it would save me, and I'll bet most of your users a sh... ton of time.

avicohen

I'm confused by your comment, on one hand you say "not useful". On the other hand, you describe exactly why it would seem like one of the more useful "features". I mean, I can't even begin to imagine who decided to NOT make it sortable.

@mishtc said:
The sort function on Transactions is not useful. It's a databased and can be sliced and diced by any column header, please code the interface to be able to sort by any column in the database, including Description/Vendor column, Amount column, Date column, Reviewed column, and Category column. There's is no programming reason why the database can't be sorted by more than just the Date column.
For me, since the Receipt import is built to allow duplicates and you still don't have any good duplicate finding mechanism built in, being able to sort by Amount and by the Description/Vendor would be integral in locating the duplicates much faster than the hunt and peck that I am forced to do now. When I was working in Excel spreadsheets before, that was the best way to find duplicates, to use the Sort By.