User Personalisation

You can change how certain UI elements are displayed in your version of Financials to best serve your needs.

Note

Personalizations apply to your user account only. Other users do not see them.

To add or remove a column

On lists and document lines, not all available column information is displayed by default. You can add or remove columns with the Choose Columns function.

  1. Open the window with a list or document lines that you want to add or remove columns on.
  2. Choose any column heading, access the drop-down menu, and then choose the Choose Columns action.
  3. In the Choose Columns window, select or clear the Visible check box for the columns that you want to add or remove.
  4. Choose the OK button.

See Also

Working with Financials
Entering Criteria in Filters