You can rearrange, remove unwanted columns, and add new ones to be displayed on the Debtors, Creditors and Financials Enquiry screens to best suit your needs.
For consistency the functionality is the same regardless of where you open the Configure Columns screen. You will only have to set this up once per screen as the settings are saved for you.
The examples below take you through the Sales Transaction enquiry, however the functionality is the same for all of the other enquiry and record list screens in all of the modules.
Remove unwanted columns
Click the Module then click on the Option of your choice from the left-hand side menu.
Note: All transactions or records are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Enquiry or Records screen, click on the cog icon the top right-hand side of the screen.
From the list displayed, click on Configure Columns to open the Configure Columns screen.
Note: All currently displayed columns on the enquiry have a ticked checkbox in front of them.
Remove the tick for any columns which you no longer need.
Click Confirm Columns to save your changes.
The columns that are displayed on the screen are refreshed to display your configuration.
Example:
Click Debtors then click Sales Transactions.
Note: All transactions for all customers are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Enquiry screen, click on the cog icon on the top right-hand side of the screen.
From the list displayed, click on Configure Columns to open the Configure Columns screen.
Note: All currently displayed columns have a ticked checkbox in front of them.
Remove the tick for any columns which you no longer need.
Click Confirm Columns to save your changes.
Add new columns
Click the Module then click on the Option of your choice from the left-hand side menu.
Note: All transactions or records are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Enquiry or Records screen, click on the cog icon the top right-hand side of the screen.
From the list displayed, click on Configure Columns to open the Configure Columns screen.
Select the checkbox in front of the columns that you want to add to the enquiry or records screen.
Click Confirm Columns to save your changes.
The columns that are displayed on the screen are refreshed to display your configuration.
Example:
Click Debtors then click Sales Transactions.
Note: All transactions for all customers are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Enquiry screen, click on cog icon on the top right-hand side of the screen.
From the list displayed, click on Configure Columns to open the Configure Columns screen.
Select the checkbox for any columns which you want to add.
Click Confirm Columns to save your changes.
Move columns around using the mouse
Click the Module then click on the Option of your choice from the left-hand side menu.
Note: All transactions or records are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Enquiry or Records screen, click on the cog icon on the top right-hand side of the screen.
Select Configure Column from the displayed list.
Note: The Configure Columns screen is opened with the list of columns that are available for this screen.
Point to the horizontal lines displayed in front of a column until you see the mouse cursor changing to a little hand.
Now hold down the left mouse key and start moving the column to your desired position.
Once complete, click Confirm Columns.
The columns that are displayed on the screen are refreshed to display your configuration.
Example:
Click Debtors then click Sales Transactions.
Note: All transactions for all customers are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Enquiry or Records screen, click on the cog icon on the top right-hand side of the screen.
Select Configure Column from the displayed list.
Note: The Configure Columns screen is opened with the list of columns that are available for this screen.
Point to the horizontal lines displayed in front of a column until you see the mouse cursor changing to a little hand.
Now hold down the left mouse key and start moving the column to your desired position.
Once complete, click Confirm Columns.
Move columns around using the keyboard
Click the Module then click on the Option of your choice from the left-hand side menu.
Note: All transactions or records are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Enquiry or Records screen, click on the cog icon on the top right-hand side of the screen.
Select Configure Column from the displayed list.
Note: The Configure Columns screen is opened with the list of columns that are available for this screen.
You can see that there are numbers at the end of each column listed, these numbers indicate the position of the columns.
Enter the number 3 in the number box for a column that is number 1.
You can see that the column that was the first in the list is now third.
Continue adding in the numbers in the number box until you are done, then click Confirm Columns.
The columns that are displayed on the screen are refreshed to display your configuration.
Example:
Click Debtors then click Sales Transactions.
Note: All transactions for all customers are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines and choose from the available filter list, then click OK.
On the Enquiry screen, click on the cog icon on the top right-hand side of the screen.
Select Configure Column from the displayed list.
Note: The Configure Columns screen is opened with the list of columns that are available for this screen.
You can see that there are numbers at the end of each column listed, these numbers indicate the position of the columns.
Enter the number 3 in the number box for a column that is number 1.
You can see that the column that was the first in the list is now third.
Continue adding in the numbers in the number box until you are done, then click Confirm Columns.
Note: You can also move columns around on an enquiry or records screen, just hover over the column you wish to move and when you see the little hand, just drag the column to the position you need it to be in by holding down the left mouse key.