How to use lists

A List displays data in a grid format, the contents being relative to the selected task you are working with. When a List is displayed, it is shown in the dashboard section as a separate tab. The tab will be named according to the type of information you are viewing.

Certain actions can be performed to refine how many lines are shown. For example, on the Accounts list for a Client, you may only want to see their USD accounts and exclude all other accounts of other currencies. See the following articles for further information on how to use and manipulate lists to your specifications or needs:

• Add or remove columns
• Rename a column
• Working with columns
• Sorting
• Grouping
• Drag and drop
• The Filter Bar area
• The Filter Row