Can I personalize columns and fields?

You can personalize columns and fields in the Receipts Grid by showing/hiding columns, moving columns, resizing column widths, or modifying a column or field name. These tasks are described in the following topics:

Showing/Hiding Columns

Moving Columns

Resizing Column Widths

Modifying a Column or Field Name

Understanding and Modifying User Rules

Understanding the Attached Column Icons

Showing and Hiding Columns

By default, not all columns are displayed in the Receipts Grid, but you can choose to show or hide columns as needed.

1.From the Tools menu, choose Show/Hide Columns > Receipt Columns.

2.Select an unchecked item in the menu to add it to the grid. OR

3.Select a checked item in the menu to remove it from the grid. You can always add it back later.

Moving Columns

Columns within the Receipts Grid can be placed in any order you wish.

To move a column, simply use your mouse to press and drag its heading to the new location.

Note: The Folder Number and Attached columns cannot be moved.

Resizing Column Widths

You can resize column widths to your liking.

To set all columns to their default widths, go toTools > Auto-Size Column Widths > Receipts Columns.

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Univex NeatDesk, NeatScan, NeatReceipts manual Can I personalize columns and fields?, Showing and Hiding Columns