​Neat 2.0 - The New Neat Experience! Show / Hide Grid Columns in Neat 2.0

Show / Hide Grid Columns in Neat 2.0

Neat 2.0 allows you to customize the way your data is displayed in the grid by allowing you to show or hide available columns.

Please Note: For the following you will need to be logged in to the Neat 2.0 web app.

 

FAQs

 

How do I view columns in Neat 2.0?

 

The column headers run across the top of any data grid in Neat 2.0 and are shaded in a light gray as shown below. Available columns will vary depending on the item type you are viewing. The example below shows columns for receipts.

 

 

How do I show columns in Neat 2.0?

Right-click any of the column headers to display a drop-down list of all available columns.

Please Note: If you left-click the column header, it will simply sort your grid display by that particular column’s data.

To show a column that is not currently displayed, put a check mark in the box next to that column name you want to display. Neat 2.0 will reload and display the newly selected column.

Please Note: The available columns displayed in the drop-down list will vary depending on which View you select. For instance, when you view Receipts you will have columns for Vendor, Total Amount, Sales Tax, etc. While viewing Contacts will have columns for  Last Name, Company, Work Phone, etc.

 

How do I hide columns in Neat 2.0?

Right-click any of the column headers to display a drop-down list of all available columns.

Please Note: If you left-click the column header, it will simply sort your grid display by that particular column’s data.


 

To hide a column that is currently displayed, remove a check mark in the box next to that column name you wish to hide. Neat 2.0 will reload and display the newly selected column.
Please Note: The available columns displayed in the drop-down list will vary depending on which View you select. For instance, when you view Receipts you will have columns for Vendor, Total Amount, Sales Tax, etc., while viewing Contacts will have columns for  Last Name, Company, Work Phone, etc.

 

Can I create custom columns?

Custom columns are not available at this time. However, this feature is being considered as a possible future update.

Which columns are available in Reports in Neat 2.0?

Please Note: Receipt categories are the only categories available for reports.
  • Vendor
  • Category
  • Date (Expenses Date)
  • Payment Type
  • Sales Tax
  • Amount
  • Tax Category
  • Reimbursable
  • Notes (Comments)


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