Sort and filter expected payments
É
Élodie Massa
Merged in a post:
Expected payments filter
Sylvie VISINAND
It would be useful to be able to filter pending payments by category, at least funerals, weddings, baptisms.
I am renewing this request from 2023: https://roadmap.enoria.app/developpements-demandes/p/trier-et-filtrer-les-paiements-attendus
Damien PAULIN
Many requests revolve around this subject, which is applicable to both “Expected payments”, “Payments to be assigned”, “Validate payments” and “Summary”:
- https://roadmap.enoria.app/developpements-demandes/p/entite-liee-sur-paiement-stripe
- https://roadmap.enoria.app/developpements-demandes/p/retrouver-les-paiement-dune-entite-liee
- https://roadmap.enoria.app/developpements-demandes/p/droits-dacces-au-module-paiements-en-fonction-dune-entite-liee
- https://roadmap.enoria.app/developpements-demandes/p/separer-les-paiements-et-dons-dune-entite-liee-des-autres-paiements-et-dons-idem
Here I repeat the suggestions made: In the case of treasurers different from one linked entity to the other, it should be possible at the very least to allow filtering at the top of the table on the linked entity (s) concerned as is done on “Casuel monitoring”. And in a perfect world where the tool would be put at the service of the user, the display itself would be filtered on an accounting law of a list of related entities.