Please add back the transactions tab to work items
S
Samantha Woollett
When in a work item and you have done the month end close and sent queries to the client, to review you have to remember which task it was set up from, then open up the transactions coding as a pop up window.
Ideally, from a work item e.g. BAS, we would be able to check the transaction queries without all the searching or having to go to the client home page, especially considering it has been set up within the specific work item
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Amanda Aparicio
Samantha Woollett, could you kindly clarify? With the Month End Close feature, you can add the relevant report to any task via the Task window (see screenshot). Is that what you were looking for? Or something else?
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