Using Custom Columns

You can add one custom column to your Delivered Returns Report. In this example I will be using different Office Locations. 

Common Custom Columns

  • Office Location
  • E-File Status

Using Custom Columns

  • Open "Settings"
  • General
  • Click "Edit Column" 

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  • Enter the "Name" of the Column i.e Office Location
  • Click "Add" to start adding values

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  • Enter "Values." i.e. City name
  • Click "Add"

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  • Got to Reports and "Delivered Returns"
  • You will see the "Office Location" column
  • Check the box next to the return you want to edit
  • Click "Change Office Location" 

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  • When opened, you will see a Drop Down of all your Values to choose from
  • Select an option
  • Click "Save"

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  • Once saved, you will see your change made in the "Office Location Column" 

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IMPORTANT: If you need further assistance Please Submit a Ticket

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