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Data table: Views, columns and sorting (Accounts payable)

Article author
Jonathon Plowman-Samson
  • Updated

Summary

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


Navigation

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.

Entries view

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.

ap-data-table-entries.gif

Outstanding entries view

The outstanding entries view shows every line item in your end-of-year payable list.

Note: Accounts payable risk scoring is done exclusively on AR detail entries. The scores that you see when viewing outstanding entries are the risk scores of those entries as they appear in the detail table. If an outstanding entry is un-scored, there is no match between this entry and an entry in the AR detail.
ap-data-table-outstanding-entries.gif


Entry details

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.

ap-data-table-drilldown.gif
Note: Control points will not appear in the entry details if an outstanding entry is un-scored.

 

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.

ap-entry-details-control-point-modal.gif


Sort columns

Sortable columns are indicated with a double arrow.

Select a column header to sort it in ascending or descending order.

ap-data-table-sorting.gif

 


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.

ap-data-table-add-column.gif

 


Reorder columns

Click and drag the desired column header left or right into its new location.

ap-data-table-reorder.gif

 


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). 

ap-data-table-pin.gif


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