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Home > Accounts Payable Help Articles > Company Settings > Global Settings > Dashboard Tiles Config > How-to change which columns are displayed on Approval, Review & Upload Pages
How-to change which columns are displayed on Approval, Review & Upload Pages
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You can change which columns are displayed in the Approval, Review and Upload folders. This can be changed at a global level for all users or as a temporary once off change.

 

Change Column view Temporarily

You can do this as a once off by selecting the columns you wish to see from the hamburger menu to the right of the screen.

 

You can choose from PO #, NL, Comment, Pre Defined Comment, and Last Viewed as a once off using the options as shown in the menu below whilst in any of these folders.

 

  • The column will display when there is a tick  beside its name
  • The column will not display when there is an ‘x’  beside its name  

 

 

*Note: Any changes made to the columns from this menu are temporary and will default back to columns selected from Global Settings when you leave the page/refresh your browser.

 

 

 

Change Column view globally

 

You can also define these columns on a global level from Global Settings.

 

Follow the below steps to set the columns you wish to see every time you view these folders.

 

  1. Click the cog on the top right of the page and select ‘Company Settings’ from the list.

 

 

  1. Select ‘Global Settings’ > ‘Dashboard Tiles Config’ from the menu on the left of the page.

 

 

  1. Configure the options as you would like them to be displayed all the time for all users (can be changed as a once off as explained above).

 

 

 

4. Click ‘SAVE’ to save your changes.

 

 

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Attachments

How-to_Define_Approval_Review__Upload_List_Page_Columns.pdf
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