View transaction detail from the Main account page
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | 
Jan 29, 2021 |
Business value
Organizations often require that employees review transaction detail to verify their main account balances. Currently this information is viewed using the Trial balance list page, which is time consuming because balances are calculated for all accounts based on the dimension set selected. Now you can access transaction detail directly from the Main account page.
Feature details
Two new buttons, Transactions and Accounting source explorer, have been added to the Main account page. These buttons open pages that let you select specific information to view.
Click the Transactions button to open the Voucher transactions page. When you select Transactions, all transactions will display for the main account you select.
Click the Accounting source explorer button to display information from Accounting source explorer. The Accounting source explorer displays data for a narrower timeframe because multiple lines shown here could have been summarized into the single entry shown on the Voucher transactions page. Once opened, you can expand the timeframe to view more information.
Because this feature doesn’t change existing functionality, it’s available automatically and doesn’t have to be enabled using the Feature management workspace.