Manage the account summary columns

  • To change which columns are shown in the Featured accounts or Accounts list tables in a Accounts and balances summary:

    1. Click Edit columns to display the Edit columns screen. 
    2. Tick the box next to the name of each column you want to see. 
    3. Untick the box next to each column you don’t want to see. At least one column should be selected.
    4. To change the order in which the columns are displayed, use the Up button and Down button buttons. 
    5. Click Save to see your changes in the Accounts list. Your changes will only be saved for the current session.
      If you decide you don’t want to proceed with your changes, click Cancel.

    To sort the account data that appears in a column, click on the column’s name. An arrow icon Arrow icon will be displayed next to the column’s name to indicate the sort order.

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