Group transactions on Sales Analysis screen

TABLE OF CONTENTS

• Introduction
• Group transactions on Sales Analysis screen

Introduction

Engage Fees has a built in function that allows you to sort any grid by order.

Group transactions on Sales Analysis screen

1. Go to the required Sales Analysis screen
2. Apply the required filters to reduce the selection in the main grid.
3. Left-click with the mouse on the column header you wish to group
   • Once to sort in ascending order (A to Z or lowest/negative balance to highest balance).
   • Twice to sort in descending order (Z to A or highest to lowest/negative balance).
4. The pointer at the top of the grid shows the reordered column, and the order direction.
5. To return to the Account Code order, left-click on the Account Code column header.

Note: You can order any grid in Engage Fees in this way, by any single column.

For information on working with the Sales Analysis screens, please see the Engage Fees Collections guide.