Tables such as Accounts, Transactions, and My account (SC) are dynamic. You can easily and fully customize these tables to suit your needs.
💡 By default, we display the most frequently used information. You can add an extra column and/or remove any existing one.
Add a column
- From the Dashboard, click for example on Accounts> Accounts list, Transactions> In / Out, My account (SC)> Transactions, or My account (SC)> Bank accounts.
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- If you have selected Accounts> Accounts list or My account (SC)> Bank accounts, click on the Column Chooser icon on the top right of the table.
A pop-up box appears with all the available columns. - If you have selected Transactions> In / Out or My account (SC)> Transactions, click on the icon on the top right of the table with three dots.
A menu will appear and select Column Chooser. A pop-up box appears with all the available columns.
- If you have selected Accounts> Accounts list or My account (SC)> Bank accounts, click on the Column Chooser icon on the top right of the table.
- Once you’ve found the column you wish to add, select it by clicking on it or by checking the box to the left of its name. The column will appear at the end of the table. All changes are saved automatically.
Delete a column
- From the Dashboard, click for example on Accounts> Accounts list, Transactions> In / Out, My account (SC)> Transactions or My account (SC)> Bank accounts.
- Right-click the column you wish to remove.
- Click on Delete this column. All changes are saved automatically.
Note
If you click on the Back arrow icon, you can reset to the default table if you have selected Accounts> Accounts list or My account (SC)> Bank accounts or if you have selected Transactions> In / Out or My account (SC)> Transactions, click on the icon on the top right of the table with three points. A menu will appear and select Reset default data grid.