Journal filter ideas

Here are couple of things about the journal filter that would make it more user friendly.

1. I have to click my filters than scroll down to hit apply.  It would be nice to have apply at the top.

2. Once I hit apply the filter box stays open and my journal entries are hidden until I close the filter box.  Can it close automatically.

3. I would like to be able to set a default filter setting for all my records.  I usually am looking at gifts and recurring gifts and would like to permanently filter out comments unless I need to see them.

4. I miss the pages at the bottom.  Sometimes I just want to see an entry from early on and I can't get to it easily.

  • Renee Cardarelle
  • Feb 28 2016
  • Completed
Data Entry
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    Kimberly Hammer commented
    February 13, 2023 16:07

    We made an update this weekend to reduce the number of clicks needed to view all transactions. Now you can click the "Select all" link, to the right of Transaction, in the Journal Filters modal to quickly select all transaction types.


    For additional information about what else was released this weekend, please check out our 7.76.0 New Features Guide.

    We also close the modal once "Apply" is clicked. I'm marking this idea as Completed, but please feel free to submit ideas for other Journal functionality you're interested in.

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  • Edward Weissman commented
    January 05, 2017 21:38

    Would very much like to have default filters on the Journal page.

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  • Linda Casey commented
    May 18, 2016 20:25

    It would be so helpful to be able to set a DEFAULT for the Filter so that when I am working on a particular strategy and only want to see Gifts, for example, for multiple accounts that I don't have to reset the filter every time I open a new account to research. 

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  • Tori Witte commented
    March 30, 2016 14:00

    my organization agrees with this completely! 

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  • Tina Pitts commented
    March 02, 2016 23:18

    I agree with you and would like to add that it would be nice to have the option to select all transactions instead of having to click each individual transaction type.

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  • Mike Rusche commented
    March 01, 2016 19:42

    We realize there are some things we can do to improve the filter area. We are determining the best way to proceed and your ideas will help!

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