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Tables in Allfred: Customize Your View and Work More Efficiently

This article explains what has changed, how to customize tables, and how the new behavior improves day-to-day work.

Written by Allfred Support
Updated yesterday

Tables in Allfred have been updated to make working with data simpler, clearer, and more flexible. You can now adjust how tables look and behave based on your personal workflow.

When to use table customization

The updated table system is useful when you need to:

  • Focus on the most relevant information in large datasets

  • Adjust table layout based on your role (e.g. account manager, CFO etc.)

  • Improve readability of long text fields

  • Perform actions on multiple items more efficiently

  • Reduce visual clutter while working in tables

What has changed

The table system across Allfred has been updated with the following improvements:

  • Reordering columns using drag & drop

  • Adjusting column width

  • Hiding columns

  • Moving bulk actions to the bottom of the table and showing them only after selecting items

  • Saving all table settings per user in the browser

  • New columns added to selected tables (Notes and Internal notes)

These changes apply to all tables in the system.

Reordering columns

You can now change the order of columns directly in the table.

To reorder columns:

  • Click and hold a column header

  • Drag it to a new position

  • Release to apply the change

The table updates immediately.

Reordering columns helps you prioritise the information you need most often.

Adjusting column width

You can resize columns to fit their content better.

To adjust column width:

  • Hover over the edge of a column header

  • Click and drag to resize

This allows you to:

  • Expand columns with longer text

  • Reduce the width of less important fields

  • Improve overall readability

Hiding columns

You can easily hide columns you don’t need to keep your table clean and focused.

How to hide columns

  • go to the right side of the table header

  • click the three vertical lines icon (III)

  • a panel with all available columns will open

  • use checkboxes to show or hide individual columns

Changes apply immediately to the table.

Reset to default view

If you want to return to the original table setup:

  • scroll to the bottom of the column settings panel

  • click Reset column settings

This will restore all columns to their default visibility.

Benefit: You can remove unnecessary columns, reduce clutter, and fully customize your workspace - while always having the option to quickly reset everything back.

Bulk actions toolbar

Bulk actions have been moved to the bottom of the table. Instead of always being visible, the toolbar now appears only when you select items. To use bulk actions:

  • Select one or more rows using checkboxes

  • The bulk action toolbar appears at the bottom

  • Choose an action from the available options

This change keeps the interface cleaner and ensures actions are only shown when relevant.

New columns: Note and Internal note

New columns have been added to selected tables in the Finance section.

These columns include:

  • Note – visible note associated with the invoice, invoice request or expense

  • Internal note – internal-only note on financial documents for your team

These notes are entered when creating an invoice or a request for invoicing.

How notes are displayed

  • Only the beginning of the note is visible directly in the table

  • To see the full text, hover over the note. The complete content is displayed in a tooltip.

This allows you to keep tables compact while still having access to full information when needed.

Saving your table setup

All table customizations are saved automatically. Settings are:

  • Stored in your browser

  • Applied per user

  • Preserved when you return to the table

This means each user can have their own table layout without affecting others.

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