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Transaction filter

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Office1
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Sage Version: Other

Transaction filter

Post by Office1 » 25 Aug 2020, 09:50

Hi,

Can you help on this please.

Im trying to filter the transactions to show activity after 01/01/19 using "Date", "Greater than" "01/01/19" as the conditions.

I keep getting the same results e.g. one account for those dates. I have tried clearing the form several times.

Any help would be great.


Thanks.

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brucedenney
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Sage Version: v28 UK/Europe/Africa

Re: Transaction filter

Post by brucedenney » 25 Aug 2020, 10:42

It should be greater than or equal to.

Where are you applying this filter in what context, in a report on the transaction screen?
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Office1
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Posts: 32
Joined: 16 Jan 2020, 12:05
Sage Version: Other

Re: Transaction filter

Post by Office1 » 26 Aug 2020, 10:05

Hi,

I have transactions going back to 2015 and I only want to view from January 2019. I make sure the filter is clear before I start and then I enter under "Join" - Where, "Field" - date, "Condition" - greater than, "Value" - date.

It seems to be stuck on the one supplier I did a search on a couple of weeks ago.

Thanks

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brucedenney
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Sage Version: v28 UK/Europe/Africa

Re: Transaction filter

Post by brucedenney » 26 Aug 2020, 10:42

Did you clear the quick search box at the top of the screen?
Annotation 2020-08-26 114224.png
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For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

Office1
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Posts: 32
Joined: 16 Jan 2020, 12:05
Sage Version: Other

Re: Transaction filter

Post by Office1 » 27 Aug 2020, 08:56

yes I did

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