How to view the company transactions overview

To view a complete history of financial transactions for a company, navigate to the company profile and select the Transactions tab. This section displays detailed transaction records, allowing users to review and analyze financial activity as needed. 

The following fields can be displayed within the Transactions grid: 

• Title – The name or label of the transaction, typically summarizing the nature of the entry (e.g., "Q2 Software License Renewal"). 
• Vendor – The name of the external party, supplier, or contractor associated with the transaction. 
• Type – The category or classification of the transaction, such as Invoice, Purchase, Subscription, or Reimbursement. 
• Description – A brief summary or explanation of the transaction, including key details or notes. 
• As of Date – The date the transaction is considered effective or recorded in the system. 
• Due Date – The deadline by which payment is expected or the transaction must be completed. 
• Tax Amount – The amount of tax applied to the transaction, based on applicable regional tax rules. 
• Total Amount – The full value of the transaction, including tax and any additional charges. 
• Documents – Indicates any files or attachments (e.g., invoices, contracts, receipts) associated with the transaction for reference or compliance. 
• Financials – Provides a quick link to any related financial records, entries, or summaries connected to the transaction. 
• Last Change – Shows the date and time of the most recent modification to the transaction, along with the user who made the change.