How to manage the folio sheet
Last updated:
Oct 10, 2025
1 min
In this article
Every payment and posting added to the folio is displayed in the Folios sheet.
Customize Data Columns
- You can add or remove the data you wish to view with the Column Chooser button.
Save Table Settings
- You can save the customized table you create with the Column Chooser option by selecting the Save table settings option.
Export as Excel
- You can view the folio sheet as an Excel file with the Export to Excel option.
Export as PDF
- You can view the folio sheet as a PDF file with the PDF option.