Payments: Sort, Filter, Hide, Show and Pin Columns

💡 Did you know?
Did you know that you can sort or arrange each column under the Payments register?
Let's find out how below!

👨‍🏫 To sort or arrange columns and their respective data, follow these easy steps!

Step 1: From the Cost Module, navigate to the Payments register.

Step 2: Hover over a column header to reveal the three-dots menu and arrow icon.

            Click the three dots menu to show options.

Step 3: Choose your action on the drop-down menu and follow the prompt or select the appropriate shortcut keys.



🕵️ Let's see how to get it done!

  • Sort by ASC & DESC

Sort the Payments' data by ascending (ASC) or descending (DESC).

Step 1: Hover over a column title to reveal the three-dots menu and arrow icon, then click the three-dots menu to show options. 
Step 2: Click Sort by ASC or DESC or simply click the arrow button next to column title. 
Select Unsort to revert the data.


  • Filter Column

    Step 1: Hover over a column title to reveal the three-dots menu and arrow icon, then click the three-dots menu to show options.

    Step 2: Select Filter to reveal the filter menu.

    Step 3:  
    From the filter menu, you can select the Columns Title, Operator and Value to filter. 
    If you wish to add another filter, simply click the +Add filter button.

     


  • Hide/ Show Columns

    Step 1: To display the three-dot menu and arrow icon, hover over the title of the column you want to hide. Click the three-dot menu to display the available options. Navigate to any column, click the three dots menu, and choose "Show columns" to display or expose a specific column that is not displayed in the column area. You can select the column title you want to display on the columns section from a menu that will appear.

Or simply perform the shortcut action by clicking the 'Adjust Column' and toggle on/off the Column title.


  • Adjust,  Move & Reset Columns

    Step 1: Hover over the lines between the columns to adjust them.
    Step 2: Click and hold the column title to drag or move.

Click RESET button located at the top right corner of the Payments Page to fix the columns.


  • Pin to left and Pin to right

    Step 1: Hover over a column title to reveal the three-dots menu, click to show options and choose the column that you would like to pin.

Pinned Column appears like this:

Step 2: Click 'Unpin' to revert.