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How to Personalise a Page in Business Central (Hide, Move & Add Columns)

Too many columns on the General Journal? A field you need isn't showing on a page? You can fix both yourself with Personalise (Personalize in US English). It only changes your view. Other users aren't affected.

Quick answer: Open the page, select the ⚙ Settings icon > Personalise, hide, move or add the columns you want, then select Done. To undo everything, select Clear Personalisation.

Step 1: Turn on Personalise

  1. Open the page you want to change, for example the General Journal.
  2. Select the ⚙ Settings icon at the top right, then select Personalise.
Business Central Settings menu with the Personalise option

Selecting Personalise on the General Journal page in Business Central

You're in personalisation mode when the Personalising banner appears at the top of the page, showing the name of the page you're changing.

Personalising banner at the top of the Business Central page

Hide a column

Useful when you're preparing data with Excel copy and paste into the General Journal and only want the columns you'll actually fill in.

  1. Point to the column heading and select the red arrowhead that appears at the top of the column.
Red arrowhead on a column heading in Business Central personalisation mode
  1. Select Hide.
Hide option for a column in Business Central

Hidden columns stay greyed out while you're personalising, so you can bring one back anytime with + Field (see below).

Move a column

Point to the column heading and drag it to where you want it. If a spot isn't allowed, BC shows a "can't move here" icon.

Dragging a column to a new position in Business Central

Column moved to its new position in Business Central

Tip: On wide pages, you can keep key columns in view while scrolling sideways. Select the arrowhead on the last column you want locked, then select Set Freeze Pane.

Add a column

  1. Select + Field on the Personalising banner.
  2. In the Add Field to Page pane, drag the field you want and drop it onto the page.
Add Field to Page pane in Business Central

The list shows only the fields that page is designed to display, including any you've hidden. If the field you need isn't listed, ask your administrator or BC partner.

Save your changes

Select Done on the banner. Your layout is saved to your user account, so it follows you on any device or browser you sign in from.

Done button on the Personalising banner in Business Central

Undo everything

To put the page back to its standard layout, select Clear Personalisation.

Clear Personalisation action in Business Central

Works on almost any page

Not just journals. You can also personalise documents like Purchase Invoices, lists like General Ledger Entries, and master data cards such as Customer, Vendor and Item.

Personalising a document page in Business Central

Personalising a list page in Business Central

Good to know

Will other users see my changes?
No. Personalise only affects your own view.

Will my layout disappear after a BC update?
Normally no. Your personalisation is stored in Business Central against your user account and stays until you clear it. Rarely, after a major update, the Personalising banner may show a lock icon. If that happens, clear the personalisation on that page and set it up again.

Personalise is greyed out or blocked?
Your administrator may have turned off personalisation for your role. Ask them to check.

Want the same layout for your whole team?
Ask your administrator to apply it to your role (profile) using Customise, so everyone in that role gets it.

Learn more on Microsoft Learn: Personalise your workspace

Is there anything BC-related I can help you with? Or just want to say hi? Email me at "Hello365businesscentral" at Gmail and I'll do my best to help.

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Location: Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia

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