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CO 2007 Suggestions and a bug

 
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rwatto



Joined: 06 Jan 2007
Posts: 9
Location: Australia

PostPosted: Sun Jan 07, 2007 7:11 am    Post subject: CO 2007 Suggestions and a bug Reply with quote

I have some suggestions which would make Cash Organiser even better.

* The ability to re-order the toolbars (I do not use Budget or Project)
* The ability to save the order in which the reports are shown in My Reports
* The ability to Skip a scheduled transaction in Planner
* The ability to sort by column in the Register as can be done in the Planner
* Indicate in the Payee List which payees are hidden
* Options selected to be saved with data so if you restore from a backup you do not lose your settings eg column layout.

Errors that I have found with CO 2007 on my IPAQ
* In the Payees list, when you select a Payee Property it shows todays date and not the date of the last transaction (even after you run the update)
*The Payee hidden option does not work.

All in all the improvements are great, in particular the Payee & Report improvements

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rwatto
Australia
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Wasyl
Inesoft Team


Joined: 20 Nov 2006
Posts: 395
Location: Gdansk, Poland <-> Moscow, Russia

PostPosted: Sun Jan 07, 2007 4:04 pm    Post subject: Re: CO 2007 Suggestions and a bug Reply with quote

rwatto wrote:
* The ability to re-order the toolbars (I do not use Budget or Project)

What for? Do you use Payee and Categories often?
Quote:
* The ability to save the order in which the reports are shown in My Reports

As far as I can remember, this feature is available since we developed the My Reports.
Quote:
* The ability to Skip a scheduled transaction in Planner

It's possible to freeze a scheduled transaction.
Quote:
* The ability to sort by column in the Register as can be done in the Planner

No sort. Transactions keep an account balance history.
Quote:
* Options selected to be saved with data so if you restore from a backup you do not lose your settings eg column layout.

No changes are scheduled. There are more important tasks to do like a Quicken sync. Maybe later.
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rwatto



Joined: 06 Jan 2007
Posts: 9
Location: Australia

PostPosted: Mon Jan 08, 2007 1:02 am    Post subject: Reply with quote

rwatto wrote:
* The ability to re-order the toolbars (I do not use Budget or Project)

What for? Do you use Payee and Categories often?
Yes, more often than Budget or Project

Quote:
* The ability to save the order in which the reports are shown in My Reports

As far as I can remember, this feature is available since we developed the My Reports.

Yes but the order is not saved when you exit

Quote:
* The ability to Skip a scheduled transaction in Planner

It's possible to freeze a scheduled transaction.
OK, is it the same thing.

Quote:
* The ability to sort by column in the Register as can be done in the Planner

No sort. Transactions keep an account balance history.
Would't the balance be recalculated

Quote:
* Options selected to be saved with data so if you restore from a backup you do not lose your settings eg column layout.


No changes are scheduled. There are more important tasks to do like a Quicken sync. Maybe later.

I realize that this is not important but all my comments were just offered as suggestions to be considered.

You did not comment on my 5th point. ie the one about the hidden Payee's not working or being indicated on the complete list or the date error in the Payee property
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rwatto
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Ummagumma



Joined: 08 Dec 2006
Posts: 48

PostPosted: Tue Jan 09, 2007 12:57 pm    Post subject: Reply with quote

Quote:
Quote:
* The ability to Skip a scheduled transaction in Planner

It's possible to freeze a scheduled transaction.
OK, is it the same thing.


You may also simply delete a scheduled transaction from the account register window (not from planner window). This way it simply skips one transaction, and shows the next scheduled occurence. This way you don't have to go back later and "unfreeze" it.
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sz0fp1



Joined: 11 Jan 2007
Posts: 1
Location: Indianapolis Indiana

PostPosted: Fri Jan 26, 2007 2:55 am    Post subject: The Ability to Sort the Register Columns Reply with quote

Aside from what I consider to be minor buges that are being addressed, the only major feature that "in my opinion" is missing, is the ability to sort the register columns.

This feature would be a great aid when reconciling the Cash Organizer register to a bank statement. The search feature is good but, being able to sort on the payee and/or the debit amount columns would make balancing a large number of entries much faster. It eliminates the need to write or key in an amount or payee name and the wait time for the search feature to work. This is a technique that I often used when using Microsoft Money and Quicken.
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