Views

Views let you customize how data is displayed across Kick. The same column, filter, and layout controls are available on multiple tabs throughout the platform.

Customizing Columns

Click the Gear icon (⚙) in the top right of any supported tab to open the column settings modal. From here you can:

• Toggle columns on or off — Show or hide available columns. The columns available will vary by tab.

• Reorder columns — Drag columns to rearrange the order they appear in the table.

• Pin columns — Pin a column to keep it visible as you scroll horizontally. Useful for anchoring key identifiers while reviewing other fields.

Click Save to apply your changes.

---

Filters

Click Add filter to narrow what's displayed. Filters vary by tab.

Filters can be combined for targeted review. A few examples:

• Filter Transactions by entity = Personal to review personal transactions for reclassification

• Filter Transactions by Reconciliation = Not Reconciled to surface outstanding items

• Filter Bill Pay by status to see only unpaid bills

• Filter Chart of Accounts by Account Source = Custom to isolate custom accounts

---

Saving Views

Once you've configured your columns and filters, you can save the layout as a named view:

1. Set up your preferred columns, order, and filters.

2. Click Save View.

3. Name the view and set it as your default landing view if desired.

Saved views are accessible from a dropdown, so you can quickly switch between different layouts depending on the task.

Everyone with access to the workspace can see the same saved Views. They are not user-specific.

To edit an existing view, select it, adjust columns or filters via the Gear icon (⚙), and click Save changes.

Tip: The column layout active on the Transactions tab also carries over when creating Tasks — the transactions included in a Task will use the same column layout that's active at the time.