About Sort Order

Within the application, you can sort lists of category configurations, subcategory definitions, reports, customer users, and transactions by clicking the column heading for the sort field. The sort method, however, depends upon the permissible contents of the field. Content types include the following:

 

 

The table below shows how the sort method works for the most common sort fields of the transaction lists. (These fields may not be applicable to every SEC code.)

 

Field Name

Contents

Sort Example

Account Number

Alphanumeric

100001000010000

100010001000

1000210002

Amount

Numeric

    100.00

  1000.00

10000.00

Check Serial Number

Alphanumeric

1104

2401

999

Individual ID

Alphanumeric

111223333

222334444

333445555

Individual/Receiving Company Name

Alphanumeric

Jones, Carol

Mitchell, Vince

Smith, Diane

R/T Number

Numeric

111111118

222222226

333333338

 

Note:  Since alphanumeric fields sort from left to right, the sorted list may seem confusing if the sort field contains only numeric values of differing lengths. For an alphanumeric field to sort in apparent numeric order, such as the Check Serial Number example above, each entry must have the same number of characters. To fulfill this requirement, you may need to add leading zeros. For example, if you want 999 to appear before 1104 when the list is sorted by Check Serial Number, you would type 0999.

 

Each list page is sorted according to the default view. Any sorting changes you make are lost when you leave the particular list page. For transactions, however, you can include sorting options when you create a transaction view. The sort will appear when you apply the view.