Can you not sort by columns in a Posting Template?

The posting templates all seem to be locked. Is there no way to sort by a column?

Hi @daruking

Once you have populated the template with the data you need to post you can use the filters in row 8 to sort through the data.

Please let me know if this helps.

Regards,

David

If I try to sort by any column, in this example, column E, I get the error that the sheet is protected.

Hi @daruking

The first three sort options in the dropdown are disable to ensure that the alignments of column S (the QBO account ID) is not lost. This is also the case in our Xero templates.

The filters however do work you can use the number filter and the search to filter as required.

Kind regards,

David