The Display Fields feature allows users to customize the columns displayed in the tax list, making it easier to view only the information you need.
Steps to Customize Display Fields
Step 1: In the Taxes
module, click on the Display Fields
button located in the top-right corner of the tax list.
Step 2: A pop-up window will appear with a list of field options.
Available fields:
-
All: Automatically selects all fields for display.
-
Tax Policy Name
-
Tax Rate
- Tax Account
- Description
- Created Date
- Status
Check or uncheck the boxes next to the fields based on your preferences.
Step 3: Once you’ve made your selections, click the Save
button to apply the changes.
Reset to Default
If you wish to revert to the system’s default display settings, click Reset to Default
. This will immediately restore the default column view.
Notes
-
Changes to the display settings are applied immediately and persist across sessions, improving your workflow by focusing on relevant data.
-
This feature helps users manage large datasets by showing only key information.
Need Assistance?
If you need to help customizing your tax list display fields, feel free to reach out to our support team at support@fynloapps.com
Related Topics
➕ Adding or Creating Tax
📤 Exporting Your Tax Data
🔄 Reactivating a Deactivated Tax
🚫 How to Deactivate a Tax
✏️ How to Edit Tax Information
🗑️ How to Delete Tax Information