Customizing the columns in your ledger view allows you to tailor the financial information to your specific needs and preferences. By adjusting what data is displayed, you can streamline your workflow and focus on the details that matter most to your business.
Here's how you can customize the ledger columns:
Step 1: Locate the 'Customise columns' option on your ledger screen.
Step 2: Upon clicking the 'Customise columns' option, a menu will appear, displaying a list of all available column headers ; including Date, Ledger Type, Amount, Type, Balance, Description, and more.
Step 3: To select the columns you wish to see in your ledger, simply check the corresponding checkboxes. If you want to remove certain columns, uncheck them.
Step 4: Once you have selected and ordered your columns, save your preferences by clicking 'Apply' button.
By customizing the ledger columns to suit your business’s needs, you enhance the efficiency of your expense management and ensure that key information is always at your fingertips.