Scheduled transactions list
OverviewThis article explains how to use scheduled transactions list in the scheduled transactions area of Work Planner and what users should look for when moving into the next step of the workflow.When to use thisUse th
Overview
This article explains how to use scheduled transactions list in the scheduled transactions area of Work Planner and what users should look for when moving into the next step of the workflow.
When to use this
Use this article when you need to find, review, search, filter, or open records before choosing a more focused action.
How it fits into the flow
Scheduled transactions list sits within Accounts / Scheduled Transactions. It is designed to work alongside related articles such as Creating a scheduled transaction, Editing a scheduled transaction, Scheduled Transaction details, so users can move through the workflow without relying on one giant reference page.
Main actions
- Use the screen to review what is available in this area and move into the next focused step.
- Look for search, filter, or row actions that help you narrow down the records you need.
- Open the linked details, forms, or dialogs when you are ready to continue the workflow.
- Common on-screen actions include Clear Filters.
Important fields
- Status: Look for input such as “Filter by status”.
- Type: Look for input such as “Filter by type”.
- Status: Choose the option that best matches the current record.
- Type: Choose the option that best matches the current record.