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How do I view my Miscellaneous Receipts with my preferred column set?

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Updated on June 3, 2020 01:56AM by Admin

  • Log into your Apptivo account and select the Miscellaneous Receipt App from the Supply Chain section. In the Miscellaneous Receipt App, select Settings from the App Header.
Settings
  • In the Settings page, navigate to Customize App → List Layouts from the left panel.
Settings Page

  • The List Layouts page will appear on the right side. Click Create to create a new List Layout.
Create Layout

  • A default list layout is created. To rename the layout, hover your mouse over the name. A pencil icon will appear.
Default Layout

  • Select the pencil icon to change the layout name. The layout is renamed as Receipt Details as shown below.
Name Changed

  • Choose the attributes to be included in this List Layout. This can be configured by selecting the Display dropdown.
  • On selecting the Display dropdown, the list of attributes (fields) present in the Miscellaneous Receipt App will be displayed.
Attribute Dropdown

  • By default, the attributes added to this Receipt Details layout will be ticked.
  • To add an attribute to the layout, tick it from the dropdown. To remove an attribute from the layout, untick it from the dropdown.
Remove Attribute

  • From the above image, it can be noted that the Memo attribute is removed.
  • Once the changes are made, go to the Show All page in the Miscellaneous Receipt App.
Overview

  • Select the Display dropdown from the top right.
  • The Receipt Details layout will also be listed.
  • On choosing Receipt Details, the Miscellaneous Receipt will be rearranged according to the selected attributes.
Updated Overview