Enable/Disable Columns

the use case you can decide which columns to display to client users while responding to questions on portal this allows clients to focus on the columns they need and not have to scroll through all of them how to enable/disable columns please go to a client file, go to settings > client portal > enable/disable columns exclude values you can exclude the specific accounts, items, locations, and classes for example, there will be certain accounts like depreciation, amortization, etc , which you know that your clients will never use while responding to questions so, you can choose to only show the accounts that are most likey to be used e g office expense, professional fees etc