How to navigate to the Transactions Screen?
There are several ways to reach the Transaction screen.
Accounts Page
a) Right Click: Search/find the account that you would like to view the transactions and right-click the account title. This will open a pop-up with an option to navigate to the Transactions for the account. To find transactions for multiple accounts, you can also checkmark multiple accounts and right-click the data grid to load transactions for multiple accounts.
b) Number Bubble: Next to each account title (found directly to the right) there is a bubble with a number. This represents the # of new transactions downloaded today for the account. Click on this number to jump to the transaction screen filtered by imported on Today
c) Dollar amount: Clicking on some columns from the Accounts page will take you directly to the Transaction scree. For example, the PS CAN flip column.
Transactions Tab
Today: For all transactions in your view that were downloaded into Beacon this morning
This Week: For all transactions in your view that were downloaded into Beacon in the last week
Transactions: For all transactions in your view posted in the FY you are viewing.
Other Reports
Many reports in Beacon Finance contain dollar-amount hyperlinks in blue. Clicking on these dollar amounts will navigate you to the transaction screen with the appropriate filters set. For example, clicking on a dollar amount from the OC details report will drill down to the transaction screen filtered by the month and account selected.