Record Tables

Accounting displays lists of records in a table. These records can be records such as customers and items, or they can be transactions such as invoices and receipts.

Record tables are powerful tools that allow you to sort records and select the columns that you want to view. This makes it easy to find a record you are looking for and to see groups of records in the sequence you require.

The great thing about these tables is that they work in the same way irrespective of the information they are displaying. Therefore, once you learn how one works, you can use them all.

A typical record table looks like this:

You can click on the edit link to open the record. For example, if you select edit on an invoice in the Tax Invoices grid, you will open the invoice.

By clicking on the Customise Grid option ( ), you can select what you want to display on the grids.

You can also resize your columns and save the settings on all the list grids and banking screens:

Accounting allows you to export the grid lines to a CSV format file by clicking on the Export Grid option ( ).

You can also add Multi Column Sorting by selecting the Multi Column Sorting option ( ).

Changing your Grid and Transaction Lines

You have the option to change the number of rows to display when viewing customers, suppliers, items, invoices and any other lists. You also have the option to change the number of rows to display when working with bank transactions, bank statements, journals and draft invoices.

Click on the My Profile link at the top of the page followed by the Preferences tab.

The following screen will be displayed:

Enter the number of rows you would like to see in your grids and click the Save button. Your grids will now display the number of rows that you have specified.