Sort an account history

You can change the sort order of transactions in most account histories. By default, an account history sorts transactions by date, but you can change this to reference number, amount, and so on.

1. Hover over any column header. If an up or down arrow appears, you can sort by that column. These sort arrows switch between ascending and descending order.

You cannot sort certain account histories like Accounts Receivable (Debtors) or Accounts Payable (Creditors) .

2. Click any column header with a sort arrow to sort by that column. Here are some examples of how transactions are sorted by column:
• Date - Sorts by the transaction date
• Ref no. - Sorts by the reference number
• Payment - Sorts by payment amount
• Deposit - Sorts by deposit amount
• Reconcile Status - Sorts by the entry in the column, in this order: Reconciled, Cleared, Uncleared.

If you sort by any column other than date or reconciliation status, the running balance column turns off, because it does not make any sense.

See also

Find a transaction in an account history

Limit (filter) transactions in an account history