Discussions
Deposit screen filtering by who created the payments and/or customer deposits
This is regarding the Financial > Deposit screen:
We can have 3 users keying 3 different bank deposits via customer Payments. These same 3 users then go to Financial > Deposit to group Payments into 3 different bank deposits. Therefore, we want "Jane" go to the Financial > Deposit screen and filter only the Payments she has keyed to total out to the bank deposit amount. When I try using [Customize] and selecting Addtional Filter "Created By" the result is "The Payments sublist had an error". If I select Addtional Column "Created By" then I get "An unexpected error has occurred."
So how can I either filter or sort by the user that created the Payments and Customer Deposits so the user can quickly group these to match the correct Bank Deposit amount without clicking one by one?