Filters for client portal: Date of Transaction | Feature Requests

Filters for client portal: Date of Transaction

under review

Kenny Staging 8

Allow clients to filter by date of transaction in the portal. Especially helpful for multi-year cleanups.

Bonus points if users can dictate which filters are available as some clients are more comfortable with software than others.

Created by Roslind Burks

June 20, 2023

Karmen Krinn

yes, this would be super helpful. In our view we are able to sort by any of the columns (ie, date asked, transaction date, vendor, description, type, account, amount etc) – our client is stating that it would be super helpful for them to also be able to sort by any of these things when they are trying to locate a specific transaction - currently clients are finding it helpful at all to sort because it is sorting based on the date of the last message sent only

Noah Wylie

This would be awesome! We do a lot of clean-ups, and it would really help the client if they could do this.

Roslind Burks

marked this post as

under review