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Changing the columns on Chart of accounts view

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Is there a way to change the columns on the COA or jobs or another basic screen?
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,894 Super User 2024 Season 2 on at
    Changing the columns on Chart of accounts view
    Yes, assuming your Profile has Personalization enabled.  To access the Personalization function, use the gear in the top right corner, and select Personalize from the menu.
     
     
    While Personalizing your view, you can add and remove fields, change column width, rearrange columns, and control the Quick Edit (next field when hitting enter).  This will allow you to greatly increase your efficiency in the system.  Just know these changes are User specific, and will not be visible to other Users.  There is a separate process for making Profile specific changes that impact all Users in that Profile.  Your partner of record can assist you with accessing this functionality.
     
     
    P.S. If you found this answer helpful, please mark it as a Verified Answer so other forum Users can find it easily.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc

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