Performing Actions From Reporting Action Views

You may be able to perform the following actions from the Action Views page:

  • Updating a Due Date
  • Amending a transaction
  • Cash Matching
  • Undo Cash Matching
  • Bulk post journals

The actions you can run are determined by your System Administrator who configures them on each dataview, and by your permissions which may prevent you from accessing certain functions. You cannot start another action until the current one completes. The status column indicates whether or not the action completed.

For more information, see Action Views Home.