Entities table
All the entities that match the search filter parameters are displayed and updated in real time in the table form.
To open the entity page, click on its row in the table.
To open the entity page in edit mode, click the
icon in the last column.To select one or several entities, select the checkbox(es) in the first column.
To open the menu with all possible actions applicable to the selected entity, right-click on its line in the table.
To make changes in the structure of the entity table, hover over the column header and:
click the
icons to set up the order of the entities in the table.click the
icon to open a popup with column actions.
To check the sum of all values in the Total Cost and Total Agreed columns, click the
icon. The Column Sum: Total Cost / Total Agreed popup windows are displayed. In them, you can see the total of all the payables/receivables for the entities listed in the selected view.
The Total section shows the sum of all values in your base system currency. If you have payables or receivables in other currencies, their total values will be also displayed in separate sections of the Column Sum popup.
To add new columns to the view, edit this view or create a new one (see the Create a new Smart view guide).