Expense transaction behaviour
OverviewThis article explains when to use expense transaction behaviour, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appe
Overview
This article explains when to use expense transaction behaviour, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Expense transaction behaviour sits within Accounts / Expenses. It is designed to work alongside related articles such as Expenses overview, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- Common on-screen actions include View All Transactions, New Transaction, Clear Filters, Add Your First Transaction.
Important fields
- Category: Look for input such as “Filter by category”.
- Type: Look for input such as “Filter by type”.
- Category: Choose the option that best matches the current record.
- Type: Choose the option that best matches the current record.