Use this page when the transaction table needs to show only the rows and fields relevant to the review.
Apply Filters
Open Filters and choose the date, account, status, vendor, category, or workflow filters you need.
Change Columns
Open Columns to show or hide fields that matter for the review.
Check Before You Leave
The table should show enough evidence to make a posting decision without unnecessary columns.
Ready to bring Wesley into your firm? Compare plans and start here: Wesley Pricing