Edit the color label palette for your AR Aging

  • Color labels tell you the status of any amount on the AR Aging.  
  • You can add, edit and delete the available color labels on the color label palette.
  • You can re-order the colors so most commonly used color labels are at the top.

Edit the color label palette

Add color labels so you can visually track the status of every amount on the AR Aging.

  1. Open the AR Aging.
  2. Click on any dollar amount.  Say, in the Balance (or Bucket) column.  The Balance detail popup will home.
  3. Click the paint bucket (where it says "Add a label")   
  4. Click "Edit color" to edit the palette for all users.


    1. To add a new color label: click "Add New Color" 
    2. To edit a color label: enter the text of each label.  Or click on the colored paint bucket to choose a different color
    3. To delete a color label: click the grey "x" next to that color. 
  5. Click "Apply" to save your changes. 

🌎   Editing the color palette will update everyone's color palette on your team.  In other words, the changes are global.

👨‍💻  Only Admin users can edit the color label palette.  Staff users cannot do this.  The Users page tells you who has permission.

 


Re-order the color labels on your palette 

Move your most commonly used color labels to be at the top of the palette. 

  1. Open the AR Aging.
  2. Click on any dollar amount.  Say, in the Balance (or Bucket) column.  The Balance detail popup will home.
  3. Click the paint bucket (where it says "Add a label") 

  4. Click "Reorder colors" to change the order of colors just for you (other users will not be affected).
  5. Click and drag the 3 dots next to a color.  Release your mouse when it's in the order you want. 
  6. Click "Apply" to save your changes. 

🌎   Re-ordering the color palette will only reorder your color palette.  In other words, the re-ordering is private, just for you.

👨‍💻  All Users (both Admin and Staff users) can reorder their color label palette.