User Experience

Lists enhancements - Try it!

We're excited that more customers now have a chance to experience our Lists enhancements in beta.

Turn on the Lists beta interface to personalize your list views, leverage advanced filters, manage list and record details side-by-side, and much more.

Enhanced lists are available for all supported regions.
Enhanced lists available in each application area
Application List
Accounts Payable Account labels, Adjustments, Bills, Terms, Suppliers
Accounts Receivable Adjustments, Authorities, Customers, Email templates, Invoices, Posted payments, Shipping methods
Administration Offline job queue, Roles, Users, Web Services users
Cash Management Bank interest and charges, Deposits
Company Assignments, Assignment status, Assignment categories, Attachments, Attachment folders, Checklists, Checklist categories, Checklist status, Company messages, Contacts, Departments, Document sequences, Entities, Holidays, Sandboxes
Construction Cost type catalog, Standard task catalog
Contracts Billing price lists, Billing template, Bulk action runs, Contracts, Contract compliance tasks, Contract groups, Contract lines, Contract types, Expense template, Evergreen template, AR sales invoice policies, AR sales invoice runs, Price list entries
General Ledger Accounts, Journal entries for GAAP adjustment, Statistical accounts list, Statistical journal entries, Statistical journals list, User-defined books
Inventory Aisles, Bins, Bin faces, Bin sizes, Cross references, GL groups, Groups, Inventory cycles, Inventory totals, Lot categories, Product lines, Rows, Serial masks, Warehouses, Zones
Order Entry SO price lists, Subtotal templates
Projects Standard task catalog
Reporting Classes, Cover letters, Dashboards, Locations
Taxes Account label tax groups, Contact tax groups, Item tax groups, Tax details, Tax return (submission), Tax schedules, Tax schedule map, Tax solutions

We're rolling out these enhancements to all customers on all of our lists in upcoming releases.

Try it on the Vendors list

  1. Go to Accounts Payable > All tab > Vendors.

  2. Select Turn on Lists beta interface.

    The page refreshes to display the enhanced list.

Be sure to select Send us feedback during this beta so that we can get your input on what works and what you think could be improved.

Personalize your list views

Customize your list views while you work:

  • Add, move, and resize columns

  • Freeze columns on the screen to preserve the view when scrolling

  • Sort columns by the data that means the most to you

  • Save your customized views for future use

When you enable enhanced lists, all current public views and your current private views are automatically migrated to the enhanced views for that list.

If you want to view payment priority and term on the Suppliers list, you can add the Payment priority column and the Term column to the list view. If you want both columns to appear before or after other columns, you can drag them to the desired location on the list. You could then sort the Payment priority column to view the priority for payment from the most urgent to least urgent.

After you have the desired filters, sort, and display settings, save the view with a unique name for future use.

Refine your results with advanced filters

With advanced filtering, you can easily narrow down your data. Advanced filtering works across columns and you can even save what you filter on into a custom view for repeated use.

Some examples of advanced filtering:

  • Search for a range on date and amount fields

  • Combine multiple filter criteria using AND and OR operators

View record details next to your list

Easily navigate the list records while viewing the record details side-by-side in a split view mode.

Even more enhancements

The Lists enhancements have even more features, including:

  • Bulk operations

  • Improved organization and central management of list views

  • More colors for displaying your hierarchy

Permissions and other requirements

Regional availability

All regions