Query - Net Activity should include "Not Yet Posted" transactions by default

After testing, I've discovered that Net Activity in a query does not include "Not Yet Posted" transactions, and cannot be made to include those.  I personally feel like this is a bug that needs to be fixed (as opposed to an enhancement request).

For example, I can setup a project query, and add a field to show Actuals for "This Month".  The resulting list will only show Actuals that have been posted, despite the fact that I have not added Criteria to only show Posted transactions- which is absolutely a thing that one would otherwise have to do in a query. 

Further, in this example, if i then add a transaction-related field (such as Amount) then the sum of the transactions WILL NOT TIE to the amount in the Net Activity field (assuming there are "not yet posted" transactions present).  This would be because the query would then have a field picking up NYP transactions and displaying them, but the Net Activity field would not be summing those same transactions. 

Please allow a way to include not yet posted transactions in Net Activity. 

  • Guest
  • Jan 25 2018
  • Needs review
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  • Jeanne Saarinen commented
    February 14, 2018 20:14

    yes yes yes I agree!  Please add this!