Sort order for statement accounts
It would be helpful if we could employ a "sort order" like you have in other areas of the system, specifically for Statement Accounts.
For example, using Statement Accounts we have always been able to force our "Gifts" to show up at the top of the income section on our fund statements, and we were able to show "Grants" at the top of our expenditures section.
With the recent fund statement changes, it seems you eliminated the easy option to force these Statement Accounts to "float to the top" by adding a leading space to the beginning of their name. Now we can only force them to the top with "Aa" or a "1" added to the beginning, and that is not sufficient to meet our needs.
Anonymous
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Rachel
commented
This was my idea above. I thought I had deleted it, but I had only succeeded in making it anonymous, since others had already voted for the idea.
I am glad it's still here! Because I do still want to propose this for consideration. I had backtracked on it, after working with support further, because it was suggested to me that incorporating Financial Views into our statements could solve this issue.
I must warn you, while Financial Views does offer some additional flexibility such as sort order, it was quite time consuming to implement a test of this to satisfy what our existing template had accomplished already simply with Statement Accounts that we could sort with a leading space. We had to not only create the financial views, but be mindful you need to plug it into your Fund Statement Format, and also change coding in your templates to pull from Financial View.
In the end, we can't make this work for our template, because it can't pull a YTD figure. So while it solved the new puzzle of sorting created by a recent CSuite update, we can't work around it by adapting our statements to use Financial Views, as it can't show YTD figures, only current period.
So pretty please, would you consider adding a Sort Order to Statement Accounts, as functionality to restore what we had when you stopped allowing a leading space to "float to the top"? That was something you had suggested to us initially, so while we understand it needed to be pulled if it was causing other issues throughout the database, we request that an alternate solution be offered.