Settings & your team

Customising entry screens and grids

Add your own fields to an entry screen, and rename, hide or reorder its fields and columns — for your whole company. In lists and reports, choose columns and save your own views.

How to

  1. Open an entry screen — a purchase, sale, memo, return, transfer, payment or expense — and press Customise at the top. The panel says Applies to everyone in your company.
  2. Header fields lists the fields at the top of the screen; Line columns lists the columns on each line of stones. Drag a row or use ▲ ▼ to move it, untick Show to hide it, and press Rename to give it your own name.
  3. To add your own, press + Add header field (or + Add line column). Give it a Name and a Type — Text, Number, Date, Dropdown or Checkbox — and choose where it shows. Tick Required if it must be filled to save, then Add field.
  4. Press Save layout. Reset to default puts the screen back as it came.
  5. In Stock and the document lists, press Columns to choose what you see, and drag a heading to move a column. View ▾ → Save this layout as a new view… keeps the filters, columns, order, widths, grouping and sorting.

Good to know

  • Only people with the Customise screens permission see the Customise button — the Owner has it. Everyone else sees the company’s layout.
  • The fields a document can’t exist without are marked always shown and can’t be hidden.
  • A number field in the Summary panel can add to or subtract from the final amount — set Calculation when you add it.
  • Archive hides one of your own fields without losing what was typed in it; Restore brings it back.
  • Your views follow you to any computer. Tick Share with everyone in the company to share one, and choose Make it the company default so everyone opens with it.

Open this screen in Avirat →

Related

Still stuck? WhatsApp or call us on +91 97262 88072, or use Help & support inside Avirat — we’ll see the screen you’re on.

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