Payee report

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ptr.chovan
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Joined: 12 September 2016, 13:07

Payee report

Post by ptr.chovan » 14 September 2016, 15:00

Hi
How to display all payee list with their balances? This is quite important feature for me but I haven't found it out yet.

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Angeman
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Re: Payee report

Post by Angeman » 14 September 2016, 15:08

You have to create a splits report and replace "Category" by "Payee" in the "Group by" list.

ptr.chovan
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Re: Payee report

Post by ptr.chovan » 14 September 2016, 15:46

Sorry for that but where exactly can I find the group by list option. I can't find it on my phone neither on my iMac

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Angeman
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Re: Payee report

Post by Angeman » 14 September 2016, 16:11

Double click on the report on the Mac or on the iPhone, activate edit mode in the top right corner and select the report.

ptr.chovan
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Re: Payee report

Post by ptr.chovan » 14 September 2016, 16:18

Sorry.. I found it on my iMac also on my phone. The option was hidden because window was too small on my iMac. Thanks

ptr.chovan
Posts: 78
Joined: 12 September 2016, 13:07

Re: Payee report

Post by ptr.chovan » 14 September 2016, 16:27

Just one small improvement what I would like to have with payee is to have an option to add an icon, colour or something what would makes it easier to read in report. Personalised each payee. Do you think we can have it in near future? :)

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Angeman
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Re: Payee report

Post by Angeman » 14 September 2016, 18:07

This is not planned in the near future sorry.

ptr.chovan
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Re: Payee report

Post by ptr.chovan » 14 September 2016, 21:06

Ohh well it isn't that important. But please include thi sugestion on the list for future updates. And btw I don't thing we can change the name of payee for each transaction other then do it one by one... right?

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Angeman
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Re: Payee report

Post by Angeman » 14 September 2016, 22:33

No you can modify several transactions at once.

ptr.chovan
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Joined: 12 September 2016, 13:07

Re: Payee report

Post by ptr.chovan » 14 September 2016, 23:06

Great. I'll try it. Thanks

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