There are two ways to set a sort order that will affect what appears in the portal. Which method did you use?
Is it possible that the date field in billing is either:
a) not a date field or
b) a different field specified in the sort order from the one showing your date in the portal row.
Thanks for the response so quickly!
I am doing both the same.
portal settings - sort portal records - and choosing the date of those records. The date is an auto enter of todays date.
what are the two ways to set a sort order?
Ok I am stupid I had the sort in the wrong order so it kept the newer dates at the bottom - so I thought it was not sorting. I was sorting the way I set it up to sort - not the way I thought i set it up to sort. Sorry for all the trouble
Two ways to set a sort order for your portal:
a) Specify a sort order in portal setup.
b) open manage | database | relationships, double click the relationship line to open up the relationship details and specify a sort order for the portal's underlying table occurrence. This last option affects the order of related records for all places where this relationship is referenced--not just the portal on your layout.