How to Pullout Field From Column Chooser

Overview:

QNE AI Cloud Accounting allows users to customize their transaction list views using a feature called the Column Chooser. This tool lets you add or remove specific fields (columns) from the display. Whether you're streamlining your view or revealing hidden data fields for analysis, the Column Chooser helps tailor your workspace to match your specific reporting or review needs.

Scenario:

You want to view the Payment Term in your Sales Invoice list view, but it’s not shown by default. Instead of adjusting the entire layout or exporting data, you can use the Column Chooser to quickly add that field to your active view.

Solution:

1. Navigate to any module with a list view (e.g., Sales Invoice, Purchase Order, or Payment Voucher).
    
2. Click the Grid View (Beta) toggle if not already active.
    
3. Select Column Chooser from the context menu.
    
4. A floating panel will appear showing a list of available fields not currently displayed.
    
5. Find the field you want to add (e.g., Payment Term). Click and drag the field from the panel into the column header area of the list.
    
6. The column will now appear in your active view.

Application:

For example, if you're preparing a report on overdue receivables, you may want to include fields like Due Date, Payment Term, or Salesperson in the Sales Invoice list. By using the Column Chooser, you can instantly reveal these fields without modifying the entire layout. This flexible customization ensures that your view is always aligned with your current task—whether it's auditing, reporting, or account monitoring.