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:
Select the Table settings icon in the top-right corner of the screen.
Select or deselect the columns you want to show or hide.
When ready, select Apply to save your changes.
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.
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:
Select the Table settings icon in the top-right corner of your screen.
Scroll to Table density at the bottom of the panel.
Choose your preferred layout:
Wide – more spacing between rows (easier to read)
Medium – balanced view
Narrow – more items visible at once
Select Apply to save your selection.
Tip: Use narrow density when reviewing long lists, and switch to wide density for detailed record reviews.