Use Table Settings to select which columns you would like to view in your Inbox or Archive. In you Costs & Sales Inboxes and Archives you can also adjust the table density if desired.
- Selecting Table Columns
- Adjusting Table Density
Selecting Table Columns
Adjustments to the table settings are applied at a user level only, any changes are not reflected at an account level.
To select the columns you wish to see in the Inbox or Archive:
- Click on the Table Settings icon in the top right of the screen.
- Then select which columns you would like to add or remove from your view of the Inbox or Archive
- When ready click Apply.
Use the Reset button to remove columns you’ve previously added.
Adjusting Table Density
Note: this is only available in the Costs or Sales Inbox and Archive.
You are able to choose the density of the rows in your tables, enabling you to see more or less Items in one view.
To do this:
- Click on the Table Settings icon in the top right of the screen.
- Go to Table Density at the bottom of the tab, and select Wide, Medium or Narrow.
- When ready click Apply.
