Journal Entry Sort
Currently, journal entries are displayed sorted by debit and credit values, which makes it difficult to review and approve entries efficiently.
When comparing entries against the entry spreadsheet, which lists them in the order of journal entry ID, the current sorting method disrupts the sequence and increases the likelihood of oversight or error. This misalignment between the system view and the entry format complicates the review process and slows down approvals.
Requested Change:
Please update the journal entry review interface to list entries by journal entry ID by default, rather than by debit/credit values. Alternatively, providing a sorting option that allows users to toggle between ID, date, and value would offer greater flexibility.
Benefits of This Change:
Aligns the system view with the import spreadsheet format
Improves accuracy and efficiency during the review process
Reduces time spent searching for and verifying entries
I have attached a screenshot of the current interface and the corresponding entry spreadsheet for reference.
Wendy Ponting
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