The columns displayed on the Transactions page match the fields from the form that is set as the Default Transactions Page Form. Each user can set their preferred Default Transactions Page Form in their User Profile. Team admins can also set the Default Transactions Page Form for their entire team. However, each user's individual default preferences will still override team preferences.
Topics in this article:
Setting the "Default Transactions Page Form" for Your Team (admin only)
Go to Admin > Team Settings.
In the menu on the left, click Forms and Fields.
On the right side of the screen, click the Default Transaction Page form button in-line with the form that you want to set as the default for your team.
Note: If you just want the Transaction Overview to be your Default Transaction Page Form, click the orange Unassign Default Transaction Page form link.
Setting the "Default Transactions Page Form" for Yourself
Go to Account > Profile.
Scroll down to the Default Transactions Page Form field.
Select a form from the drop-down.
Scroll to the bottom of the page and click Submit Changes.