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Dave_C
Cover User
2 months ago
Status:
New

Bank Transactions default date range

Every time I go to the Bank Transactions s screen (from the Dashboard or directly), the display period defaults to a 'custom' period which appears to be a calendar year (i.e. from 12 months ago to today's date).

 

 

If I hit the reset button, it will adjust it to the last 3 months, which is OK, or I can set it for this financial year (or some other period of course), but these settings are not retained and the next time I go to the screen it will again show me the calendar year (which isn't even a display option).

 

Its not a huge problem, but it is annoying as I keep getting the little warning message about locked transactions.

 

It does not make sense to have a default screen behaviour showing a date range that starts before the locked transaction date.

 

It is also confusing as if I hit the 'Reset', it updates the display to be the last 3 months (which I would think is acceptable and makes sense) - why is this not the default for the screen each time I go to it?

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