How To: View Transaction Details

Accounts associated pages pages icon Accounts Overview pages icon Accounts "How Tos"

Page approved.

  1. Open the [ Accounts | Nominal Accounts | Trial Balance ] tab.
  2. Select the appropriate nominal from the Trial Balance grid.
  3. Select the date either by month, date range by clicking on the rollover button the green circular (anti-clockwise) arrow is the ROLLOVER button button or turning the date off by clicking on the green traffic light button.
  4. Click on the Sc Accounts taDetail taNominalAccounts BtnOpenDetail.jpg button on the Transaction Details grid.
  5. Select the transaction that you wish to gain further information for.
  6. Either double click on the item or right click and select Show Transaction Source Detail.

    Sc Accounts taDetail taTrialBalance SourcePopup.jpg

Note: From the Transaction Detail the journal Popup can be viewed.

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