View transaction details

From the Transactions table of the Accounting screen, you can view the details of a specific transaction.

To view details of a transaction, access the Accounting screen of the claim file and:

  1. Navigate to a specific transaction in the Transactions table.
  2. Navigate to the Actions column and select the ellipsis. A dropdown will appear with a list of possible actions you can complete for that specific transaction. Some transactions will display a list of three actions (View Detail, Void, and Clear Check), and some transactions will only display View Detail as an option.
  3. Select View Detail. The <Transaction Type> Details dialog box will open. This is a read-only dialog box.
  4. When you have viewed the information, select Close or the X to close the dialog box and return to the Accounting screen.