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Creating a preset for Central Budget Entry columns
Creating a preset for Central Budget Entry columns
Description of Issue
Can I create a column preset that can be used by others so the same columns show for all users?
Context
Central Budget Entry
Cause
User wants everyone to be able to have the same view by default when opening Central Budget Entry, rather than having users individually change their own view.
Resolution
There is currently no functionality to set up a default view for other users. Individual users would have to go in and change the columns themselves. The changes do stick, so they would only need to do this one time.
To edit the columns:
Select the 'Account Columns' button the the top ribbon.
This will open up a tile and allow you to select the columns that you would like to view and remove columns that you don't
Additional Information
, multiple selections available,
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