The following Transactions module tabs contain tables of information and workflows to resolve each detected invoice issue:
You can customise the following aspects of each table:
Organise Table Columns
The following three methods enable you to organise table columns:
Drag-and-Drop Columns
The quickest method to organise columns is to drag-and-drop them directly within the table:
Click and hold the column header you want to move, then drag it to the new location.
Note: When you drag the cursor, it changes to a four-way arrow.Drop the column header in the desired location. The table immediately updates as you make changes.
Note: Unlike Microsoft Excel or Google Sheets, the table does not auto-scroll when you drag an item outside the displayed table columns. You'll need to scroll first, before dragging. For example, to place a column header to the far right (which appears offscreen):Drag-and-drop the column to the end of the screen.
Horizontally scroll the table to the right, as needed.
Repeat Steps A and B until you reach the desired location.
Rearrange Columns Using the Choose Columns Pop-Up
To rearrange columns using the Choose Columns pop-up:
Right-click any of the column headings and select Choose Columns.
Identify the column you want to move, and drag-and-drop the dot grid beside the column to a new location. The table immediately updates as you make changes.
Notes:The higher you place a column header in the list, the further left it appears in the table.
If the box is blue and checked, the corresponding column appears in the table. To learn more, see Add or Remove Columns via the Choose Columns Pop-Up
Click the X at the top-right corner to close the pop-up
Rearrange Columns Using the Columns & Filters Menu
To rearrange columns using the Columns & Filters menu:
Click Columns & Filters to open the Columns & Filters menu.
Locate the column you want to move and ensure it’s available in the table.
Note: If the switch beside the column is purple, the column is available in the table. If it’s grey, the column is unavailable.Drag-and-drop the dot grid beside the column header to a new location.
Note: The higher you place a column header in the list, the further left it appears in the table.Click Apply in the top-right corner to update the table.
Pin Columns
You can keep important columns persistently visible as you explore and scroll through the table.
Pinned columns stick to the far left and/or far right of the table (divided by a dark grey line, as shown by the arrows). They remain in place as you scroll horizontally.
To pin columns to the left or right side of the table:
Locate the column you want to pin and right-click its header.
Hover over Pin Column and select one of the following options:
No Pin (default): Unpins the column
Pin Left: Pins the column to the left
Pin Right: Pins the column to the right
Autosize Columns
You may want to resize a column's width to fully display its contents. Rather than manually resizing columns, use auto-resize.
You can use autosize to resize a single column or all columns at once:
Locate the column(s) you want to autosize.
Right-click the column header, and select one of the following options:
Autosize This Column: Automatically resizes the currently-selected column
Autosize All Columns: Automatically resizes all columns in the table
The resized column(s) now display their full values.
Add or Remove Columns
There are two methods to add or remove table columns:
Note: Each table has several default columns in each table that can't be hidden.
Add or Remove Columns Using the Choose Columns Pop-Up
You can quickly add or remove columns, using the Choose Columns option. To add or remove columns from the Choose Columns pop-up window:
Right-click any of the column headings in the table and select Choose Columns from the pop-up menu
.
Note: You can also use this menu to rearrange table columns. To learn more, see Rearrange Columns Using the Choose Columns Pop-Up.In the Choose Columns pop-up window, check or uncheck columns to add or remove them from the table. The table immediately updates as you make changes.
Tip: Use the search bar to locate specific columns in the list.
(Optional) To add or remove all columns, toggle the checkbox to the left of the search bar. The checkbox displays the following icons, depending on which columns are currently selected:
Minus: Some of the listed fields are enabled
Check: All of the listed fields are enabled
Empty: None of the listed fields are enabled
Click the X at the top-right corner to close the window.
Add or Remove Columns Using the Columns & Filters Menu
The Columns & Filters menu enables you to update the table and set filters for the displayed invoice issues.
To add or remove table columns via the Columns & Filters menu:
Click Columns & Filters to open the menu.
Identify any columns you want to add or remove.
Click the switch to the left of the column title to add or remove the column. If the switch is purple, the column is enabled. If it’s grey, it’s disabled.
Click Apply in the top-right corner to update the table.
Reset Columns
The Reset Columns option enables you to reset the table to its default display options:
Displays the default columns
Resizes columns to their default widths
Unpins any pinned columns
To reset the table, right-click on any column header and select Reset Columns.
