How Does Column Customization Work?

Column Customization allows you to tailor the columns displayed in your Invoice List View to show the information that matters most. This feature is especially useful for quickly finding relevant details, making it ideal for larger organizations with high invoice volumes.

Access

Currently, Column Customization is available to a limited group of users. A wider rollout is planned soon.

Overview

With Column Customization, you can personalize the ‘Invoices’ view by selecting and organizing columns based on key attributes like PO Number, Posting Date, and Due Date. Previously, columns were fixed, limiting flexibility. Now, users can create customized views that align with specific workflows, improving efficiency and simplifying invoice management.

Benefits

• Improved Visibility: Choose columns that best match your workflow.

• Enhanced Efficiency: Quickly locate relevant invoices by arranging columns in your preferred order.

• Personalized Experience: Set up custom views per tab, catering to team or departmental needs.

• Scalability: Perfect for large teams, reducing time spent on data navigation.

Using Column Customization

Column Customization is available on the 'Invoices' page in our beta interface, where you can:

• Select Columns: Choose from a list (min 3, max 10 columns), with Vendor and Invoice# as required fields.

• Reorder Columns: Arrange selected columns via drag-and-drop.

• Save and Reset: Changes are auto-saved and can be updated anytime; a reset option returns to the default view.

Steps to Customize Columns

1. Open Invoices Page: Go to any relevant tab (e.g., Needs Attention, Your Approval).

2. Access Customization: Click the Configuration icon on the main ‘Invoices’ page.

3. Select Columns: In the configuration modal, pick columns (min 3, max 10) to display. Vendor and Invoice# are mandatory.

4. Arrange Columns: Use drag-and-drop to reorder columns.

5. Save and Update: Changes auto-save, allowing updates anytime.

6. Reset to Default: Click Reset if you want to revert to the default setup.