Dark Mode & Customising the View in Tax Sorted

Introduction:

Here, you'll learn how to sort, move, and adjust columns. These easy-to-use features will help you customise your view for better visibility and understanding.

Sorting Columns:

For the columns that can be sorted in ascending or descending order, you can view an arrow alongside the column heading. Click on the Arrow to sort that specific column data in ascending or descending order.

Move Columns:

Drag and drop columns to rearrange them according to your needs and preferences.

Column Filter:

Click on the Column icon and you will be able to view the list of available columns. You can click on the checkbox alongside to select and view them on your screen and then click on Reset All to only view the default columns.

Adjust Column Size:

Click on the Vertical Line beside every column heading to resize columns for better readability and usability. Click, hold and move right to increase the column size and move left to reduce the column size.

Dark Mode: 

Enable dark mode for a more comfortable viewing experience in low-light conditions by clicking the sun icon. Click the moon icon to switch back to light mode.

Filter:

Based on the page and module, the filters that you can apply to the available data will be displayed on your screen. Use Filter icon to apply filters to refine and narrow down data based on specific criteria, improving efficiency.

 

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

• Related Articles

• Tax Sorted - Placeholders

  Introduction Placeholders are a special set of characters that represents a variable and that are replaced with actual data at real-time. In Tax Sorted the placeholders will fetch your data automatically from sources like Xero report, Xero ledger and ...

• Data Authentication: Tax Sorted - Xero

  Introduction Discover how the seamless integration between Xero and Tax Sorted can streamline your accounting processes. This integration ensures your financial data is accurate, up-to-date, and easy to manage, making Tax Sorted the ideal solution ...

• Update & View Client Details

  Introduction: Viewing and updating client details is important for error-free workpaper creation. With just one click, you can update your Client Details directly from Xero. This guide will walk you through the steps to view and update client ...

• Multi Factor Authentication - Tax Sorted

  Introduction MFA (Multi-Factor Authentication) is a security technology that requires multiple methods of authentication from independent categories of credentials to verify a user's identity for a login process or other transactions. Multi-factor ...

• How to Disconnect the Tax Sorted Workpaper

  Introduction- If you see the following error while connecting a client to Xero This indicates that the organisation is already linked. To reconnect or update the integration, you’ll first need to disconnect the existing connection. Steps to ...