---
title: Payables 2.0 - Customizable Columns and Filters (Intacct)
slug: svb/payables-20-customizable-columns-and-filters-intacct
icon: {"faIcon":"fa-solid fa-table-columns"}
docTags: qsTTpmTCpLZnj3pL4Rz_Z
createdAt: 2026-08-30T22:51:29.962Z
---

Customizable Columns and Filters help you personalize the Pay Bills table to focus on the information most relevant to your workflow. Customize which bill fields display in your table and apply filters to narrow the list to specific bills. Your customizations save to your user profile and persist across sessions.

:::hint{type="info"}
**NOTE:** If you can access Pay Bills, you can customize columns and filters. No additional permissions are required.
:::

***

## Customizing Columns

Use the column customization panel to control which bill fields display in your table and their order.

:::::WorkflowBlock
:::WorkflowBlockItem
### Opening the Column Panel

Navigate to **Payments → Pay Bills**

Click **Customize Columns** in the table toolbar

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**Panel sections:**

- **Additional Columns (left):** Fields available to add to your table
- **Selected Columns (right):** Currently displayed fields in display order
- **Total counter:** Shows selected columns out of 30 maximum

Columns marked with a lock icon (🔒) are required and cannot be removed or moved.

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:::

::::WorkflowBlockItem
### Adding Columns

1. **Locate the field** in Additional Columns
   - Use the search box to filter by name
   - Browse the complete list
2. Click the** + icon** next to the column name or **Drag and Drop** the column to your preferred order in the Selected list
3. **Repeat** to add multiple columns

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4. Click **Save Changes** to apply

:::hint{type="info"}
**NOTE:** Only certain columns are supported to customize your Pay Bills table view. Custom fields and user-defined dimensions are not yet available.
:::
::::

::::WorkflowBlockItem
### Removing Columns

1. **Locate the column** in Selected Columns
2. **Hover** over the column name
3. Click the** (-) icon** that appears
4. **Click Save Changes** to apply

The field moves back to Additional Columns.

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:::hint{type="info"}
**NOTE:** Locked columns (marked with 🔒) cannot be removed. Required columns include Bill Number, To Pay, and Payment Method.
:::
::::

::::WorkflowBlockItem
### Reordering Columns

Change the display order of columns using either method:

**Drag and Drop:**

1. Hover over the field in Selected Columns
2. Click and hold the drag handle (⋮⋮)
3. Drag up or down to the desired position
4. Release when positioned correctly
5. Click** Save Changes**

**Arrow Controls:**

1. Hover over the field in Selected Columns
2. Click** ↑** to move left in the table
3. Click** ↓** to move right in the table
4. Click** Save Changes**

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:::hint{type="info"}
**NOTE:** Locked columns cannot be reordered.
:::
::::

:::WorkflowBlockItem
### Resetting to Default

1. Click** Reset to Default** in the panel header
2. **Confirm** the reset

Your columns return to the standard Intacct layout and save automatically.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/VsB8al624N6w1q8fBYSKw_screenshot-2026-08-30-at-43822-pm.png" size="80" isUploading="false" position="center" caption="Reset to Default" width="800" height="880" darkWidth="800" darkHeight="880" showCaption="true"}

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:::
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### Column Limitations

- **Maximum 30 columns** can be selected
- **Required columns** (🔒) cannot be removed or moved
- **Column width** is automatically determined and cannot be adjusted
- **User-specific** settings do not transfer to other users
- **Standard fields only** - custom fields and dimensions are not supported
- **Location visibility** - appears only with multi-entity enabled

***

## Customizing Filters

Use filters to show only bills matching specific criteria. Filters apply immediately without requiring a save action.

:::::WorkflowBlock
:::WorkflowBlockItem
### Opening the Filter Panel

Navigate to** Payments → Pay Bills**

Click** Filters** in the toolbar (top right)

The filter panel opens from the right side of the screen.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/njf1MjERlgkXGubl5q4Yh_screenshot-2026-08-30-at-44020-pm.png" size="80" isUploading="false" position="center" caption="Show Filters " width="800" height="378" darkWidth="800" darkHeight="378" showCaption="true"}

**Panel sections:**

- **Search dropdown**: Add new filters
- **Pinned section**: Saved filters that appear every session
- **Active section**: Temporary filters for current session
- **Clear All / Reset buttons**: Manage filter values

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/ZRr37Tdmcdmsh57X08NY5_screenshot-2026-08-30-at-44057-pm.png" size="50" isUploading="false" position="center" caption="Filters Panel" width="800" height="1104" darkWidth="800" darkHeight="1104" showCaption="true"}
:::

:::WorkflowBlockItem
### Adding Filters

1. **Click the search dropdown** (Search Filter to add)
2. **Type** to find a filter or scroll the list
3. **Click the filter name** to add it
4. The filter appears in **Active section**
5. **Enter your criteria** in the filter control

The table updates immediately as you enter values.

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/yCrpKnhkK7_O1GhefXxfb_screenshot-2026-08-30-at-44451-pm.png" size="50" isUploading="false" position="center" caption="Adding Filters" width="800" height="1122" darkWidth="800" darkHeight="1122" showCaption="true"}
:::

::::WorkflowBlockItem
### Pinning Filters

Pin frequently-used filters to save their structure (not values) to your profile.

**To pin a filter:**

1. **Locate the filter** in Active section
2. **Hover** over the filter
3. **Click the pin icon** (📌)
4. Filter moves to **Pinned section**

::Image[]{src="https://api.archbee.com/api/optimize/MM6nC_bKbIkwCRqiFZqEu/ZRr37Tdmcdmsh57X08NY5_screenshot-2026-08-30-at-44057-pm.png" size="40" isUploading="false" position="center" caption="Pinned Filter" width="800" height="1104" darkWidth="800" darkHeight="1104" showCaption="true"}

:::hint{type="warning"}
**IMPORTANT:** Pinned filters save filter field only. Values are cleared when you close the panel and must be re-entered each session.

**Maximum 15 pinned filters.**
:::

**To unpin a filter:**

1. **Locate the filter** in Pinned section
2. **Hover** over the filter
3. **Click the pin icon** (📌)
4. Filter moves to Active section and values clear
::::

:::WorkflowBlockItem
### Clear All vs Reset

**Clear All:**

- Removes all filter values
- Keeps filters visible
- Use to apply different criteria with same filters

**Reset:**

- Removes all active filters
- Clears pinned filter values (structure remains)
- Use to return to baseline
:::
:::::

***

## FAQs

:::ExpandableHeading
**Do my settings save when I log out?**

Column layouts save completely. Pinned filter fields saves, but values are cleared.
:::

:::ExpandableHeading
**Can other users see my customizations?**

No. Settings are user-specific.
:::

:::ExpandableHeading
**Why can't I remove certain columns?**

Required columns (🔒) are essential for bill processing and cannot be removed.
:::

:::ExpandableHeading
**Can I add custom Intacct dimensions like Department or Project?**

No. Only certain standard Intacct fields are supported.
:::

:::ExpandableHeading
**What's the difference between Clear All and Reset?**

Clear All removes values but keeps filters. Reset removes active filters and clears pinned values.
:::

:::ExpandableHeading
**How do multiple filters work together?**

All criteria must match (AND logic).
:::