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Customize Display Fields in the Tax List

Hannah
Updated

Focus on the Information That Matters Most

The Display Fields feature allows you to tailor the tax list view by selecting which columns to display. This customization helps you stay focused on the most relevant information, especially when managing large datasets.

 

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.

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Step 2: A pop-up window will appear showing a list of available fields.
You can select or deselect the following options:

  • All – Selects all available fields

  • Tax Policy Name

  • Tax Rate

  • Tax Account

  • Description

  • Created Date

  • Status

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Check or uncheck the boxes next to the fields based on your preferences.

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Step 3: Once you’ve selected your preferred fields, click Save to apply the changes.

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Reset to Default

If you want to return to the system’s original column setup:

  • Click the Reset to Default button.

  • This action will immediately restore the default display configuration.

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🟡 Important 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.

If you need help customizing your tax list display fields, feel free to reach out to our support team at support@fynloapps.com

 

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