Save Default Filtered View on the Prepare 1099s report
under review
T
Tyler Otto
As we open up lists, it would be nice if we could have it retain a user set default view.
I.e. With some bank accounts, i want it to by default exclude transactions in the Reconciled Status.
Or with 1099s, I would love to be able to always open up that list showing:
- 1099 Needed = Yes,Uknown
- W9 on File = No
- Meets Threshold
- Exclude CC Spend
B
Ben Stein
Merged in a post:
1099 Additional Column
T
Terri Simpson
Would be nice to just have an exclude column - to be able to quickly cross off vendors that do not need 1099 instead of having to exclude them through accounts. Or if you mark it doesn't need a 1099 then have it disappear from the list.
Jenny Barrett
You can filter to only show the yes and unknown. That's what I've been doing
T
Tyler Otto
Jenny Barrett: Yes, we can do that. The request is more looking for it to allow us to save that as the default view.
S
Sofi Vaattovaara
Or have the ones marked no highlighted light red so my brain can quickly ignore those rows.
B
Ben Stein
updated the status to
under review