Customizing column headers

Billings Pro allows you to customize and select what type of information you want to view pertaining to your projects, estimate slips, working slips, etc. This is done by going to the column header, right-clicking and selecting what you wish to see from the contextual menu. The benefit of doing this is to display fields that you require and consider to be important in the right order.

For example, consider you are working in the Projects view and interested in viewing the due date, state, and time for each project. To do this, simply right-click on the project column header and select these options one-by-one. Once selected, you can drag and drop the column headers to position them in a certain way, if necessary. You can do the same to customize column headers for some other views such as the estimate slips view, working slips view, Approvals view, All Slips view, etc.

To customize column headers

  1. Go to the column header and click once.
  2. Right-click to open a contextual menu and select the field(s) you wish to display.

At any point, you can select a column header and clicking it once will sort the items in that list in either ascending or descending order.