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:
Alphabetical - Field allows only letters, and contents are sorted left to right by character.
Numeric - Field allows only numbers, and contents are sorted according to the number represented by all characters.
Alphanumeric - Field allows letters and numbers. The contents are sorted from left to right by character, with numbers preceding letters in the sort order.
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.