Reporting Selection - grey out Source Accounts which are marked as Inactive

Rich W's Avatar

Rich W

25 Sep, 2023 06:55 AM

I am creating reports and as part ion this process, I am presented with a list of the Source Accounts to select which to report against. When i click on this it shows all accounts that hav ever been and I have to select the ones I want to be included in the reports. It would be really helpful if the ones that are Inactive were greyed out as they are in other screens in the product. As the Inactive accounts are more than likely closed, I dont always want them included in day to day reports. I do understand that I may want to report against closed accounts so making them selectable would need to be retained, but if they were just greyed out it would make selecting a lot easier in the list.

  1. Support Staff 1 Posted by Maddy on 25 Sep, 2023 08:54 AM

    Maddy's Avatar

    Hi Rich,
    Thank you for contacting Moneydance support.

    Thanks for the suggestion for improving Moneydance! There's an existing ticket in our ticketing system with your suggestion, so I've attached it to this discussion and the developers will be looking into it.

    Please let us know if we can be of further assistance!

    Maddy, Infinite Kind Support

  2. 2 Posted by Rich W on 10 Oct, 2023 08:04 PM

    Rich W's Avatar

    Thanks Maddy for adding this to the suggestion.. I guess this is all I need at the moment until it is incorporated in the system. I suppose this can be closed as there is nothing else to be done.

  3. System closed this discussion on 09 Jan, 2024 08:10 PM.

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