Difference between revisions of "Setting the Personal Transaction List View"

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The final step before using a personal transaction is to set the '''list view'''.  This will control the fields that are displayed in the transaction list view plus the sort order of the transactions.
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#REDIRECT [[Accessing the List View Configuration Page]]
 
 
1. Click the '''Education''' link to display the transaction setting.
 
 
 
[[Image:Pers9.png]]
 
 
2. Click the '''List View''' tab.
 
 
 
The '''Field List''' is displayed.
 
 
 
[[Image:Pers10.png]]
 
 
3. Select the fields shown below.
 
 
 
[[Image:Pers11.png]]
 
 
4. Click the '''Save''' button.
 
  
  
  
 
[[Category:Transactions]]
 
[[Category:Transactions]]

Latest revision as of 10:44, 22 April 2013