Sort Order of Projects Under Clients

Flopbot

Not sure if I'm using this feature as you intended, but I have a vendor (Faire) that we purchase COGS Products from. This vendor carries the products from MANY individual companies/small businesses/vendors.

I've set it up like this…

I made the client "Faire" and each individual vendors is a projects. This list will grow indefinitely and it's quickly going to become unmanageable since (A) there's no search feature and (B) there's no decreeable sort order.

Ideally, default sort order would be alphabetical.

Coach Kristina

Hello @Flopbot,

Are these vendors businesses that you would be sending money to, and possibly listing some of the purchases from them as expenses you bill to your own clients? If that is the case, then maybe you could add them as Accounts Payable? To do that, you would add a manual account, and under the Account Type dropdown, go to Other Business>Accounts Payable.

That said, I also notice that there doesn't seem to be a way to sort active projects. That may be something to recommend via Idea post, since anyone with a lot of projects under one client would find it problematic.

I hope this helps!

Flopbot

All the payments to these various vendor businesses flow through Faire. We aren’t reimbursed by anyone as these are products we sell in our boutique shop.

Coach Kristina

Thank you for your reply,

If I'm understanding correctly, Faire is kind of like a middleman that connects other vendors with businesses, and you purchase from these vendors through Faire? If that's the case, I can see why the Client/Project structure is appealing, since they are kind of like sub-accounts under Faire.

Have you considered setting Faire as an Account Payable (since, if I'm understanding correctly, they're the vendor you'd be sending the payments to), and have the vendors you're buying from through Faire listed as Payees? Provided that you're assigning appropriate business categories to the transactions, I'd expect that should get the information to show up in a way that would be easier to sort/filter when looking at transactions and reports. The downside is this would be a bit of double documentation (since you already have them set up as Client/Project), and the Client/Project screen would still be just as cumbersome to navigate, since it currently doesn't allow sorting.

Thank you!