View Dataset Transactions

Use the dataset transactions window to review imported transaction rows before or after allocation.

Activity Steps

1. On the Dashboard, under Budgeting, click Manage Datasets.

   The Manage Dataset screen displays.

2. Select the dataset.

3. Click View Transactions.

   The transactions window displays the first 500 rows for the selected dataset.

4. Review the imported transaction details, such as TxDate, Amount, description, costCode, activityName, and TenID.
5. Click Close.
6. Click Save or Save and Close if you made any dataset changes.