Sort Order is a cosmetic option for how transactions are organized on most reports. It can be helpful to review your data in a specific order on a PDF report, but it is not a requirement for most agencies.
If you have conduits or multiple splits on transactions, you may find the Group Related Transactions option helpful with reviewing. Some wholes and splits must appear in particular sections of a report and these Sort Order options will not change any requirement necessary for filing.
Due to agency rules and obscure technical reasons, sometimes we can’t sort in the exact order you requested. If you see an obvious issue, please feel free to reach out to Support.
Sort Order Options
Alphabetical: This will sort transactions based on Entity name.
Date: This will sorts transactions based on the date of the transaction.
Alphabetical (group related transactions): With this, standard transactions are in alphabetical orders. However, splits and dependent transaction itemize immediately after their related transaction, regardless of their own name.
Date (group related transactions): With this, standard transactions sort in date order. However, splits and dependents itemize immediately after their related transactions regardless of their own date.
Random: This sorts transactions in a random pattern.
