filter options for register display

r.j.rizzuto's Avatar

r.j.rizzuto

08 Jul, 2026 12:02 PM

I wish that there was a filter option to display a way to display 30 days in the past and 30 days in the future in the check registry. Configurable would be even better. I have entries that are months out that I don't need to see till they are less than 30 days out.

  1. 1 Posted by tonyt on 08 Jul, 2026 02:24 PM

    tonyt's Avatar

    There is…
    https://infinitekind.tenderapp.com/kb/register-and-transactions/sor...
    You can change the default 60 days in custom filter to whatever you want.

  2. 2 Posted by r.j.rizzuto on 08 Jul, 2026 02:49 PM

    r.j.rizzuto's Avatar

    The custom filter seems to only apply to the past. I want to filter the view to a window of 60 days around the current date.

  3. 3 Posted by derekkent23 on 09 Jul, 2026 07:17 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi r.j.rizzuto

    If the future transaction are coming from Transition Reminders then you can set each transaction reminder to Auto-commit as many days before scheduled and thus only appear in the register that many days in advance.

    Hope this helps.

  4. 4 Posted by r.j.rizzuto on 09 Jul, 2026 11:28 AM

    r.j.rizzuto's Avatar

    I have MANY transaction reminders, all set to auto-enter 30 days in advance. I also have manually entered transaction through the end of the year. I would like the filter option I proposed so I can filter out the latter till they are only 30 days away.

  5. 5 Posted by derekkent23 on 10 Jul, 2026 07:03 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi r.j.rizzuto

    You could use the Transaction Reminder to entered transactions through the end of the year. For each set the relevant, same first and last date, with auto-commit set to 30 days.

    Have Fun, Stay Safe.

  6. 6 Posted by r.j.rizzuto on 10 Jul, 2026 01:34 PM

    r.j.rizzuto's Avatar

    That's a great idea, thanks! I have converted them, and that is much better any way since they DO repeat, albeit quarterly or annually.

  7. 7 Posted by derekkent23 on 10 Jul, 2026 07:47 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi r.j.rizzuto

    Glad Transaction Reminders got you to were you wanted to be.

    Have Fun, Stay Safe.

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