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Su WM
December 14, 2023
Question

Problems with the new Expenses page layout

  • December 14, 2023
  • 1 reply
  • 0 views

My colleague is having issues with the updated Expenses screen - the new columns cannot be de-selected and are cluttering up the screen. Is there any way that these columns can be removed from the main page?

The columns are: Category, Costs, Last delivered, Attachments.

 

When she adds the Delivery Date column, the sort feature does not work - for example, we have the following dates:

20/12/23

03/01/24

15/12/23

No matter which way you click the column header to sort, it does not sort by date. This is making it difficult to see easily which deliveries are due / overdue - we need to be able to sort by delivery date. I have the same problem.

 

She has also advised that if she uses Categories on a PO instead of Items, you cannot receive part of the order. This may be something she needs to be aware of, to just not use Categories, but this cannot be turned off in our settings (as far as I can tell) - if we can turn it off that would be better.

1 reply

S
Su WMAuthor
December 14, 2023

Screenshot showing the delivery date field NOT sorting by date, despite being selected to:

 

G
GeorgiaC
December 14, 2023

Hi Su WM, thanks for posting on the Community

 

It is only possible to select and deselect columns on the Expenses screen that show when selecting the small settings wheel. Default columns, such as Date and Type cannot be removed. 

 

Please check if the Delivery date column is set up as a custom field (Settings wheel > Custom fields). Custom fields are read as text, meaning the system doesn't recognize this as a date and won't re-order by date when selecting the column heading. 

S
Su WMAuthor
December 14, 2023

Hi GeorgiaC

 

Thanks for the reply. The fields I mentioned in my post are new fields - I assume they have been set as defaults as they do not appear in the list of fields we can add/remove under the small cog, but they were only added during a recent update and it would be useful if these were optional rather than default. Is there any chance that can be changed?

 

The delivery date field is a custom field, yes, but the type was set as a Date type, and again, until the recent update, we were able to sort by this field as it registered as a date field. I cannot see why that would have been changed to a text field / suddenly unable to be sorted - unless QuickBooks has added their own Delivery Date field that we can use? Having a delivery date set on a purchase order is vital for any business, and being able to sort by that date is also vital.

 

I've added a screenshot showing the field type - why would this have been changed behind the scenes to read as text?

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