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Managing table columns and density in Inbox, Archive, and Approvals

Choose which columns appear and adjust table density in your Inbox, Archive, and Approvals tabs. Settings apply to your account only.

Written by Alexander

You can customise your Inbox, Archive, and Approvals tab views by adjusting table columns and row density. These settings apply only to your user account and won't affect other users in your organisation.


Selecting table columns

You can choose which columns appear in your Inbox, Archive, or Approvals tab.

To select or remove table columns:

  1. Select the Table settings icon in the top-right corner of the screen.

  2. Select or deselect the columns you want to show or hide.

  3. When ready, select Apply to save your changes.

Costs inbox with the Table settings panel open, showing column checkboxes and Apply and Reset buttons

If you'd like to start over, select Reset to remove any columns you previously added.

Note: The columns available in the Approvals tab differ from those in the Inbox and Archive, and vary depending on your connected accounting software.

Available columns

The columns available in the Inbox and Archive are split into two groups, both of which can be shown or hidden via Table settings. Primary columns cover the core information about each item and are on by default; additional columns add supplementary detail.

Primary columns

Additional columns

User

Submitted by

Date

Due date

Supplier

Document reference

Category

Base total

Total

Description

Tax

Paid

Tax rate

Payment

Match

Customer

[Project or Tracking Category list name]

[Project or Tracking Category list name]

Type

Item ID

Submission method

Note / Message

Upload date

Export date

Publish date

Note: The Project/Tracking Category list names vary by accounting software or Business settings setup. For details on how projects work, go to Using projects in Dext.


Adjusting table density

Table density controls how much information is displayed on your screen by adjusting the spacing between rows. This setting applies to your Inbox, Archive, and Approvals tab.

To change table density:

  1. Select the Table settings icon in the top-right corner of your screen.

  2. Scroll to Table density at the bottom of the panel.

  3. Choose your preferred layout:

    • Wide – more spacing between rows (easier to read)

    • Medium – balanced view

    • Narrow – more items visible at once

  4. Select Apply to save your selection.

Tip: Use narrow density when reviewing long lists, and switch to wide density for detailed record reviews.

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