​Neat - The Neat Experience! Manage Grid Columns in Neat

Manage Grid Columns in Neat

Neat 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 web app.

 

FAQs

 

How do I view columns in Neat?

 

The column headers run across the top of any data grid in Neat 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?

  1. Click the Columns dropdown.
  2. 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 will reload and display the newly selected column.
  3. 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?

  1. Click the Columns dropdown.
  2. 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 will reload and display the newly selected column.
  3. 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 rearrange columns in Neat?

  1. Click the Columns dropdown.
  2. To rearrange the order in which you are viewing your columns, click on the dots in front of the column you want to move, and drag the column up or down in the list to the location you like. Neat will reload and display your columns in this new order.

 

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?

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)

What is the 'source' column used for?



There are many ways to add items to Neat, the source column helps you keep track of where each of your items was added from. The source column can only be viewed from the grid view and cannot be edited. The source column is a newer Neat feature that was added on 9/6/2019, therefore only items added to Neat after 9/6/2019 will have a source listed. All items added before 9/6/2019 will have a blank value for source.


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