How to Save Layout in Transaction List View

Overview:

In QNE AI Cloud Accounting, users can personalize their transaction list views by selecting which columns to display, adjusting column order, and setting sort preferences. This functionality allows for a more streamlined and efficient workflow tailored to each user's specific needs. Once configured, the layout can be saved so it remains consistent every time the user returns to that module.

Scenario:

A user frequently works with Sales Invoices and prefers to group records by Customer Number while showing only specific columns. Instead of reconfiguring the view each time, they want to save the layout and make it the default for quick access.

Solution:

1. Go to Sales Invoice > List View.
2. Click the Grid View (Beta) icon.
   
3. Drag the 'Customer #' column header into the group area to group the records by customer.
   
4. Click the Gear icon at the top-right of the grid.
   
5. Select Save Layout from the menu.
   
6. In the Save Layout pop-up:
   • Enter a Layout Name.
   • Tick "Save as Default Layout" if you want this layout to appear every time Grid View is used.
   • Click Save.
     
7. To switch between layouts, click the Gear icon again and choose from the list of available layouts.
   
8. To manage layouts:
   • Click Manage Layout from the same Gear menu
     
   • Here, you can Edit the layout name, Delete unwanted layouts, or set a different default layout.
     

Application:

For example, the accounting team wants to monitor customer-specific billing. By grouping the Sales Invoice list view by Customer # and saving this as their default layout, they gain instant visibility on all invoices per customer, helping streamline collections and financial reviews.

Custom layouts allow users to personalize the transaction list view to suit their specific workflow needs, improving visibility, reducing manual adjustments, and enhancing efficiency when navigating QNE AI Cloud Accounting.