Preview a transaction from a report
Inspect a report transaction, its journal impact and history, then open the source record.
- Who can do this
- Owners, or people with View financial reports
- Where
- Reports
Preview a transaction
- Select a linked report amount, or an account name on a Nonprofit statement, to open account activity.
- Select a transaction row away from its document-number link.
- Review the preview beside the list.
- Use Previous transaction or Next transaction to move among loaded rows.
- Select Close preview when finished.
On a tablet the panel overlays the list. On a phone, selecting a permitted row opens the record directly. Selecting a document number also opens the record directly on larger screens.
Read the preview
When you can view the source, it shows the document's status, contact, dates, amount and first lines. Journal impact shows the accounts, debits and credits. Related can include applied payments, reversals, bank matches and the attachment count. History shows up to three recent recorded changes; bank lines do not have this history block.
The preview does not change or post a transaction. A missing record permission hides source details and the record action. The journal information remains available through reports. Deleted sources can fall back to a permitted journal entry with a Deleted tag. If loading fails, select Try again.
Use the keyboard
Focus a transaction row and press Space or Enter to preview it. In the open panel, use the arrow keys for the previous or next row. Escape closes the panel and returns focus to the selected row. Document links retain their usual keyboard behavior.
Open the record and come back
Select the permitted record action or Open journal entry. Invoice, bill, payment, check, expense and journal records show Journal impact and History; bank lines show journal impact. Record history shows up to five recent changes, with Full history when you have View audit trail.
Use the back bar to return to the same report list. When you edit an invoice, bill, check, expense or journal reached this way and save successfully, you return to that list with the saved row marked and totals refreshed. A changed amount can trigger the out-of-date warning.
You need View financial reports for previews and the record's own permission to open it. Next, check the activity total.