How to customize columns in accounting documents?

Customizing columns in accounting documents helps organize financial data as needed. It makes records clearer and easier to manage.

Let's see how:

While creating an accounting document you will see an option “Edit columns/formulas” as shown below:



When you click on “Edit columns/formulas” the following pop-up form will appear:


From here, you can create new columns, change the names of existing columns, “hide” a column or make it “private”, and delete a column. Let's see how:

Adding A New Column:

In case you want to add a column, start by clicking on “Add New Column”:

Changing A Column Name:

If you want to change the existing column name, click on the Column Name and start editing as shown below:

Hiding A Column OR Making It Private:

Make the column private
Hide the column

Private: If you mark a column as “private”, it will no longer be visible to you or your client:



Hide: When you hide a column, it will be visible to you but not to your clients:

Deleting A Column:

In case you want to delete/remove a column, just click on “remove”:



Please note that you can only delete or remove the custom columns you created, not the document's default columns.

If you still have any queries reach out to us at  care@refrens.com or contact us via chat support for quicker assistance.

Updated on: 04/03/2025