Has anyone else noticed changes to the cash account recently. Perhaps I missed it in a recent update newsletter?
I can no longer look things up by supplier in cash accounts. I can no longer sort properly by reference no. as the column has changed to ‘Transaction’ and since the reference no. is now preceded by the type of transaction, you cannot sort them into the correct order by reference no. If I try and sort by date instead, anything entered on the same date appears in ascending order instead of descending order as I need it to, no matter what order I enter it in.
I can search for ‘petty cash’ in receipts & payments to see my entries in the right order, but then doesn’t include my inter account transfers to petty cash and even worse, it does not show me a balance column, so I can only see the amount for each entry, not how the entry changes the overall balance following the entry.
These lost features were key for me in entering and checking a paper petty log kept by staff, so the cash account has been completely ruined for me now and I cannot yet see how the changes have enhanced the petty cash account.
Does anyone have any work arounds? Or can anyone explain to me what we have gained from the changes? Thanks