Refrens allows you to completely customize your document columns - whether you want to change a column name, hide a column, or delete one - you can do it all with our column customization settings:


Let's see how:

While creating an accounting document you will see an option “Edit columns/formulas” as shown below:



When you click on “Edit columns/formulas” the following pop-up form will appear: 



From here, you can create new columns, change the names of existing columns, “hide” a column or make it “private”, and delete a column. Let's see how:


Adding A New Column 


In case you want to add a column, start by clicking on “Add New Column”:




Changing A Column Name

If you want to change the existing column name, click on the Column Name and start editing as shown below: 



Hiding A Column OR Making It Private


In case you don't want a particular column to be visible to you OR your clients, you have two ways to do that:

  1. Make the column private

  2. Hide the column


Private: If you mark a column as “private”, it will no longer be visible to you or your client:




Hide: When you hide a column, it will be visible to you but not to your clients:




Deleting A Column


In case you want to delete/remove a column, just click on “remove”.:


Please note that you can only delete or remove the custom columns you created, not the document's default columns.


If you still have any queries reach out to us at care@refrens.com or contact us via chat support for quicker assistance.