Arrange Invoice Columns

OBJECTIVE

To arrange Invoice Columns in ConstructionOnline.

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.

THINGS TO CONSIDER

  • Arrangements are unique to Users and Projects. User A can rearrange his Invoice columns and User B will not be affected.

STEPS TO ARRANGE INVOICE COLUMNS

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials Tab
  3. Choose the Invoicing category
  4. Right-click on any Column name
    1. This will open the Column Settings window
  5. Hover over the Column you wish to move
    1. The move icon will appear when hovering
  6. Put your mouse cursor over the move icon
    1. The cursor will change to match the move icon
  7. Drag & drop the Columns to the desired order
  8. Close the Column Settings window when finished

HAVE MORE QUESTIONS?

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