You can sort lists and tables in Manager to help find information as your accounting records expand. Every list or table has a default order, which can depend on parameters like:
In most cases, the default order is most convenient, because it was designed with context in mind. But if it does not work for you, sorts can be performed on any column in the list or table. And they can be in ascending or descending order.
To sort a list or table, click on the heading for the column by which you want to sort. To reverse order, click the heading again. A small or symbol will appear beside the column heading to indicate an ascending or descending sort direction.
Sorts are preserved during searches. Likewise, search results can be sorted without disturbing the search results. So the sort and search functions can be used simultaneously to amplify the effectiveness of each.
All sort examples below are based on the following, default list of sales invoices. Notice that overpaid invoices are listed first, then coming due invoices, then overdue according to age:
Clicking on the heading alphabetizes the list:
Clicking the reference number symbol twice lists oldest invoices first:
The invoices can also be sorted by balance due:
A sort by invoice total, followed by search for “Lumen” produces an ordered list of invoices to Lumen Lighting: