The data table dashboard can be configured to provide a more effective review of your data.
Learn about the different views available in the data table and how to manipulate and organize columns.
- View by entries or outstanding entries
- Sort columns
- Add or remove columns
- Reorder columns
- Pin columns
Before using the dashboard, find out how to access the Data Table tab.
View by entries or outstanding entries
The data table can be configured to show either entries or outstanding entries using the using the first View menu above the table.
The entries view shows every line item in your AP detail. By default the entries view shows entries that fall within your current period. If your data contains out of period entries, view these using the second View menu.
Outstanding entries view
The outstanding entries view shows every line item in your end-of-year payable list.
The entry details provide additional information regarding the control points triggered by the entry.
Drill-down into the entry details by selecting a row in the data table.
For more details on a control point, use the information icon ( ) on the control point tile. A pop-up window appear that displays additional context about why a control point did or did not trigger.
Sortable columns are indicated with a double arrow.
Select a column header to sort it in ascending or descending order.
Add and remove columns
Open the Columns menu on the right side of the table and check the box next to each column you want to display.
Click and drag the desired column header left or right into its new location.
Pin a column
Pinning columns ensures they will stay in view when scrolling horizontally.
Open the menu on the column header you want to pin and select Pin Column, then choose the pin location on the table: Left, Right or No Pin (default).