Transactions
Open Transactions to see the transaction list.
Use search to find a counterpart name, reference, or amount.
Filter by linked, ignored, IBAN, currency, amount, execution date, or assignee.
Open a transaction row to view its details.
If a transaction is unassigned, use noAssignee in the assignee filter.
Open a transaction to see the amount, account, date, counterpart name, IBAN, and reference.
Check the information card for the Ignored status.
Open raw transaction data when available to see the imported payload.
Use the previous and next buttons to move between transactions.
The information panel shows the account alias first, or the IBAN if there is no alias.
Open the transaction details panel.
Use Assignee to choose a reviewer or clear it to set none.
Choose an incoming invoice or outgoing invoice to link the transaction.
Use Unlink when the transaction should no longer stay tied to an invoice.
If you change the linked document, the linked supplier updates from that invoice.
