Transactions

Explore how to navigate, filter and manage the Transaction Page.


Chapters:

  • Chapter 1: Required User Roles- 00:26
  • Chapter 2: Information Displayed by Default - 01:25
  • Chapter 3: Additional View Options - 04:05
  • Chapter 4: Filtering the Transactions - 05:53
  • Chapter 5: Bulk Update and Export - 07:44

AUDIENCE: Finance Team

LAST UPDATED: July 2025

We would love to hear your feedback. Please take a moment after watching the training video and click the link below to let us know how the training video is working for you and where we can improve.

Rate This Video