GL account balance save filter option

1 votes

It would be nice to have the ability to save the filter options when looking up general ledger account balances so you don't have to add Account, add =, add Fund and add = everytime you want to check a balance or look up detail.

Customer Suggestion General Ledger Suggested by: Miriam Albert (25 Jan, '23) • Upvoted: 25 Jan, '23 • Comments: 2

Comments: 2

21 Mar, '23
Kevin M
When you have the settings the way you need them, click "Copy/Save As/Rename" on the top left, then save it with any name you like. You can save as many reports as you need with the filters, content settings, etc. just the way you like them.
11 Oct, '23
Sharon Wilson-Project Accountant-Community Housing
I think this is a great idea. I have noticed the same issue when I use account balances in web based MIP compared to MIP classic. I vote an adamant YES for this improvement.