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JYazel1730
April 26, 2024
Question

Rearrange the columns displayed in the list of customer transactions

  • April 26, 2024
  • 1 reply
  • 0 views

I am new to QBOnline - just converted from QBDesktop. I would like to rearrange columns displayed on the lists of transactions on a customer's account. Is there any way to do this. Ex: I would like the Amount of a payment to display immediately next to the METHOD of payment - rather than be separated by the MEMO column

    1 reply

    F
    FateCandylaneT
    April 26, 2024

    I can see that every business has a definite need, JYazel1730.

     

    Managing column displays for customer transaction lists is a great ability to conveniently track and review data entries recorded in each tag. However, rearranging these columns is unavailable in the program. As a workaround, you can uncheck the Memo option if unnecessary. 

     

    For now, you can send this valuable idea directly to our product engineers. They may consider your suggestion and will work on its progress to include them in future product updates.

     

    Here's how to send feedback:

     

    1. Go to the Gear icon and select Feedback.
    2. Enter your product suggestions or feedback.
    3. Then, click Next to submit feedback.

     

    Moreover, you may want to utilize these references to guide you in managing your company file and learn more about the online program:

     

     

    I'll be right here, willing to provide further assistance for any additional queries you may have when managing customer transactions in your account. Feel free to let me know in the comments below. Keep safe and have a great day ahead!

    J
    JYazel1730Author
    April 29, 2024

       That's a POOR work-around and I'm sorry to hear you think it's going to be useful until someone decides it should be added as a feature. 

       Because, unfortunately, we also store critical information in the memo field that directly impact the types and amounts of payments applied. For example, when the customer is one of our manufacturing partners, they may dispatch us to one of THEIR customers - where we are required to collect a deductible (partial) payment. 

       That deductible might be collected (by us) from either a private or a commercial 3rd party (ex: we are dispatched by a home warranty company and collected a deductible per the dispatch requirements. This money could have been collected from an entity not defined in our customer database.)

       If that payment is returned as NSF, we must trace all the payment information back to that originating (paying) entity and tie it to the original dispatch number.

       After doing that, we forward the complete payment information to the home warranty company. They "reimburse us" all monies, (the original deductible amount as any NSF charges levied).  Leaving the memo display on allows this identification to be done fairly quickly/painlessly.

       The other use of the ability to arrange the display is for ease of reporting. You refine the display order at the system-level display, (where you can arrange and re-arrange), data rather than be required to download and then discover that the whole report has to be rearranged and downloaded again before publication. 

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