💡 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!
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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.
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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.
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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.
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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.
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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.