Customizations of your personalizations are not always saved during an upgrade.
You can customize your personalizations as you wish or copy the one that has been predefined.
Journal Entries:
Navigate to the Journal Lines panel & Select Personalize.
This is typical of a customization to view Journal Entries.
Hide fields: The user can hide accounting chart fields you do not utilize, allowing the user to only view fields applicable to their business needs.
- Select a field in the Column Order to be hidden.
Several field selections can be made at the same time by using the Shift button on the keyboard (to select multiple fields in a row) and/or the Ctrl button on the keyboard.
- Select the Hidden check box.
- Once all changes are made, select the OK button at the bottom of the screen.
- The changes that were made should now be reflected on the data grid.
Reorder fields: The user can reorder how fields are displayed in a data grid by arranging them in a way that better suits their business needs. We typically sort by line number.
- Select a field in the Column Order to be moved.
- Select the up or down arrows to move the field within the list.
- Once all changes are made, select the OK button at the bottom of the screen.
- The changes that were made should now be reflected on the data grid.
You could also “Copy Settings.” We have predefined what the Controller’s Office uses.
PCARD Distribution:
Select the distribution icon
Then select “Personalize.” You can hide or sort the columns however you choose.
You can also use a predefined personalization by selecting “Copy Settings.” Using the magnifying glass, select PCARD DIST.
