New Transaction Modified Date Filter

JustinAJustinA Administrator Posts: 30 admin

Noticed your historic reports have changed and struggling to track down the root cause? Good news! We've introduced a modified date filter to the transactions screen to make it easier to isolate these transactions.

Click More Filters to access the date modified filter.

We've also added this information in the details panel for each transaction to help you pinpoint when the transaction was last edited.

What do you think of this feature? Has it been useful? Anything you think we can improve? Let us know below!

Comments

  • Nilay_ShahNilay_Shah Member Posts: 10

    @JustinA said:
    Noticed your historic reports have changed and struggling to track down the root cause? Good news! We've introduced a modified date filter to the transactions screen to make it easier to isolate these transactions.

    Click More Filters to access the date modified filter.

    We've also added this information in the details panel for each transaction to help you pinpoint when the transaction was last edited.

    What do you think of this feature? Has it been useful? Anything you think we can improve? Let us know below!

    Hey.....@JustinA ....Thank you for the add on....One thing that I have come across is that, it would be very useful and handy to have the date range selection based on the Fiscal year (based on the dates provided in the settings). this will help users across the globe to have their reports / transactions (or any other date based data) as per their current / previous fiscal year.

    Thus the struggle to change the date ranges every single time across all the screens to track down the reports will be addressed.

    Its a very basic ask but will have huge impact on the ease of use.

    E.g. In India the Fiscal year is 01/04/2019-31/03/2020, thus the current preset date options to choose the date range of calendar year or Calendar Quarter isn't helpful. Instead if the date options to choose the date range is based on fiscal year, then it becomes an easy mechanism and fits all the users across the globe to access the transactions and reports in one click.

    Hope you find this useful.

    edited April 14, 2019
  • JustinAJustinA Administrator Posts: 30 admin

    @Nilay_Shah Thanks for the feedback, appreciate it. Definitely a further enhancement we'll be looking at in the future.

  • UHRP3UHRP3 Member Posts: 73 ✭✭

    This is the first step toward Audit Report

    Good going

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