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[Solved] Hide Bank Interest from Receipts & Payments chart

(@paula29)
Posts: 13
Eminent Member Registered
Topic starter
 

How can I hide bank interest from the receipts and payments chart on the home page?

 
Posted : 21/01/2023 2:30 pm
Admin
(@jim_blog)
Posts: 19
Admin Admin
 

Hi Paul, you can currently hide specific accounts on the Home page charts but not individual transactions and cost codes. The charts are showing current Account balance so why would you want to hide interest payments?

 
Posted : 21/01/2023 2:42 pm
(@paula29)
Posts: 13
Eminent Member Registered
Topic starter
 

@jim_blog Hi.  The interest refers to our savings accounts rather than our current account and although the savings accounts are set to 'hide' from reports they are still included on the first chart on the home page.  That charts would be most useful of it showed only the receipts and payments from our operations, so if there is a way to not show the savings accounts that would be great.

 
Posted : 21/01/2023 3:56 pm
CT Support
(@slimjim)
Posts: 154
Support Team Admin
 

Hi Paul, OK - got it - you mean the top Receipts and Payments chart!

We've added two additional views (FY and Month) that show R&Ps for just Cash & Bank Accounts not set to hide >> Use the slider arrows to switch between "All Accounts" and "Cash & Bank Accounts".

We've also added more filters to the pop-up window (click small yellow arrow) so you can now different Accounts.

Good call as a quick enhancement request! 

Thanks.

This post was modified 2 years ago by CT Support
 
Posted : 22/01/2023 7:28 pm
(@paula29)
Posts: 13
Eminent Member Registered
Topic starter
 

Excellent!  What amazing service, Thank you.

 
Posted : 22/01/2023 9:58 pm
Admin reacted
Admin
(@jim_blog)
Posts: 19
Admin Admin
 

You're welcome! Thanks for the feedback.

 
Posted : 24/01/2023 5:51 pm
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