Link to Uncategorized Transactions
M
Mary Davis
Please put a default link to Uncat Transactions in the Resources Box along with Client Details and Client Documents. Much easier for a Team Member to find!
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Amanda Aparicio
Mary Davis could you kindly clarify? If you're using the Month End Close feature, you can add a link to the Transaction Review reports directly to a project task (see screenshot). That way, you can click directly on the "View Report" link on the task to see the relevant transactions (see second screenshot).