Filtering on Projects while in Account View & looking at Balance Sheet Accounts while in Project view

We are able to do this in the database view, and it is very helpful.  I realize you can run reports to get the info, but being able to look at it on the screen is much more handy.

  • Twila Moore
  • Jun 28 2017
  • Future consideration
  • Attach files
  • Twila Moore commented
    7 Mar, 2020 04:32pm

    Is this in the works? I feel like it is better than it had been, but you still cannot see transfer detail from the project view. The transfer column can show up in the activity tile but when you click on the period for the activity, it only shows activity for revenue and expense. This is incomplete, and not helpful. Thanks!

  • Guest commented
    5 Feb, 2019 02:50pm

    its been over a year.  this is a basic accounting need, to see the balance sheet account balances by project, like we can in database view.

  • Deleted User commented
    21 Nov, 2017 06:12pm

    Hi Twila!


    Yes, we do read these and appreciate the feedback! I have added this to our list of suggestions for rounding out the edges in the "web view." Thank you.

  • Twila Moore commented
    24 Oct, 2017 03:28pm

    does anyone read these?

  • Jennifer Kurtz commented
    10 Aug, 2017 09:37pm

    Yes!  Not only filtering, but also viewing.  We use project ID's extensively and it's important for us to see it.