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# 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:

![](https://storage.crisp.chat/users/helpdesk/website/881252c2f5749800/4060365e-5f99-438f-bdf7-03970c_1wjt6tx.png)

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

![](https://storage.crisp.chat/users/helpdesk/website/f1aa55aa3221b000/0afaddb6-302e-4ee4-a9b3-23cfb3_a3nwkc.png)
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”:

![](https://storage.crisp.chat/users/helpdesk/website/ee1d986239edf800/0ef1886d-6c10-4fc8-8cd8-7679d6_3o8hde.gif)

### Changing A Column Name:

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

![](https://storage.crisp.chat/users/helpdesk/website/36894195e18a4800/694b46b1-0e81-46a4-8a7f-ab7975_1qjz8lu.gif)

### Hiding A Column OR Making It Private:

1. Make the column private
2. Hide the column

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

![](https://storage.crisp.chat/users/helpdesk/website/40163b7895bcac00/364b14df-507a-42a1-b007-524488_11ym62s.gif)

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

![](https://storage.crisp.chat/users/helpdesk/website/30afdbf9a42e440/709aaf80-fe07-4431-9212-57d2f8_1is3qru.gif)

### Deleting A Column:

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

![](https://storage.crisp.chat/users/helpdesk/website/bd77f34b953d7000/4530bb69-7487-460d-9fb3-98b56a_vpm59k.gif)

|| 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](mailto:care@refrens.com) or contact us via chat support for quicker assistance.