6 docs tagged with "List view"

The list view is a helpful tool for seeing and understanding the data in your account, and you can customize it in a few ways.

Fintesk system IDs are alphanumeric codes that represent any:

To choose which columns are visible in the list view table, click on the gear icon at the top right corner of the list view table and – using the checkboxes shown – select which columns you would like to be shown.

In the list view of Fintesk, you can edit a field by hovering your mouse over the field in question and clicking on the pencil icon that appears.

It can be helpful for other users in your account to see things exactly as you do.

The list view is one of the ways data is displayed in Fintesk, using a clear, linear view to make all of your information easily visible.