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Drop Down Sub Category Selector on Money In/Out
ChrisMollan
posted this on Jan 16 14:24
Further to the recent update we have made a small improvement to the sub category drop down field in the 'Money In' and 'Money out' screens.
Instead of having a cumbersome dropdown box, you can now simply start type the code, part or full description of the code you need. This will then load the results drop down with the sub categories that match the criteria.
To select the code, scroll down to the code and hit the tab or enter key...
You can now do the following - please note you will need to enter something on the keyboard as the drop down is not there.....
- Start typing the first part of the sub category code and the results will start filtering down automatically to the code you wish
- Start typing the start or any part of the code description to show the results. This is useful if you have lots of codes that start with the same description (e.g. Housekeeping, but differs by the end part e.g. Housekeeping - Rent, Housekeeping - Rates, Housekeeping, Water. You now only need to start typing 'rates' to get to the right code....
- By pressing the 'space' key on the keyboard will bring up the full list of codes.
Other Fixes
- We have fixed the navigation problem where the system navigates to the money in screen when you click on money out and choose a bank account.
- Fixed the issue when entering new recurring entries
Comments
System is still navigating to the money in screen when you submit money out entries. Can you please fix as a matter of urgency. Thank you
We have tested this and it appears to be working. Please can you let me know exact things you are doing to get this?
Regards
Chris
Hi Chris, All my entries have now been completed for the year end. The next time I come to enter any items I will keep you informed.
Thank you
I don't have a list of code numbers and probably mis-coded some of the recent enteries. Not having a selection of categories is a real disadvantage.
The new system for entering is much slower, more cumbersome needs many more separate entries. Codes do not come up even if you knew them. it does not even recognise income or expenditure.
It is a retrograde step Please revert to original
@brefkelly @drl7458 There are no more additional fields that need to be entered compared to the previous way. The only additional field is an extra reference field label that is automatically duplicated anyway.
As mentioned above and in other areas of our support forum, you can infact hit the space key to bring up a full selection of all the codes that exist and then simply scroll through selecting the one you want - very much like the old system. However, now you do not have to know the code you can simply type in the first or any part of the code description and the code you need will be shown.
With any new system it will always be slower at first until you get used to it - I am sure this was the case when you first used the old bank system..
Please note that this is an upgrade and not a retrograde - many, many more checks, validation and advanced 'behind the scene' features have gone into the page to ensure that the accuracy of entering transactions is kept high.
Chris
Chris: Under the old system we were presented with a list of categories in
a drop down menu from which to select the most suitable. Under this new
system we have already to have an accurate idea of the category under which
to place an income or expense with little or no promptng. For example, when
faced with a payment to Flogas the correct category is 'House, Gas'. But we
are not prompted to this. We are expectde to know already that such a
category exists. No doubt we will get used to it but I fear I will be mis
coding frequently. Breff
@breddkelly - thanks for your explanation. I understand that you may not know the exact code but would assume you should know more or less what it relates to. If so, then you can do either of the following:
1. Assuming you knew it was 'gas' related, you could have typed in 'gas' in the field and this would display the codes that are gas related for you to select the correct code from the filter list.
2. Press space bar and this will bring up the full category drop down (as it was previously)
Regards
Chris
With respect, it is up to you to be clear in your instructions and not up
to the users to find out for themselves. I can give just so much time each
month to this voluntary work and I don't welcome spending some of it
unearthing your 'improvements'. I have no doubt I'll get used to it. Just a
pity I have to do so.
I think our instruction at the top of the page, in particular, what things you can do, were quite clear and other users have found the new updates no bother to understand or use.
I am sorry that you have had problems with the page.
Thanks Chris,
The instructions are not particularly clear to me.
Now when I enter cheques to bank each entry requires me to add another split. then the entry followed by another split.
It is important to remember that mopst people access the program at the most once week or month depending on their time available.
I still think this is much more time consuming but will not be using it until late next week.
regards David