Guide Categories
Edit Columns
Customize which columns are visible in tabular screens to adapt Accounter precisely to your business requirements.
Editing Columns
To customize which columns appear in a tabular screen:
- Click the Edit columns button located at the bottom-right corner of the screen.
- On the Edit columns screen, select the columns you wish to display by checking the corresponding boxes. Additionally, you can rearrange columns into your preferred display order by dragging and dropping them.
- When you are finished selecting and arranging columns, click the Update button at the bottom of the page to save your changes.
Note
Your column customizations are saved per user and will be remembered the next time you access the same screen.
Recommendations
- Start simple: Choose columns that consistently hold importance for your workflow. Starting with fewer columns can make navigation simpler and more efficient at first.
- Custom field integration: This feature integrates seamlessly with custom fields, letting you display your own customized information alongside default data. To learn more, see the Custom Fields guide.
- Advanced scenarios: If you require different column layouts for various scenarios, consider utilizing the Advanced Queries feature. Advanced Queries enables you not only to pick specific columns, but also to filter, sort, and group them according to your needs.
Pro Tip
Pro tip: Use the Edit Columns feature in combination with the Copy to Clipboard function to export only the data columns you need for external analysis.
Common Use Cases
Sales Team
Show only Customer, Amount, Status, and Due Date columns in Sales Invoices for quick overview of outstanding payments.
Accounting Department
Display all financial columns including tax amounts, discount percentages, and control account information for detailed analysis.
Inventory Management
Focus on Quantity, Location, and Reorder Level columns in inventory screens to streamline stock monitoring.
Project Management
Show Project, Employee, Hours, and Billable Status columns when tracking time and project progress.