The new transaction view provides access to the complete information for each transaction without leaving the Dashboard, with additional details depending on whether the record is income, an expense, or payroll.
With this update:
- For Income and Expenses, transaction details include Status, Date, Category, and Amount, along with Reason, observations, and attached documents.
- When an income or expense record belongs to a recurring series, the Total, This month, and This year totals are displayed, including the number of records for each period.
- The new Recurrence section shows whether the series is Active or stopped, its Frequency, and the dates of upcoming occurrences.
- Attached documents can be downloaded directly from the transaction details.
- For Payrolls, details include the worker, Status, Payment date, Period, and Amount, along with observations and associated documents.
- When payroll was calculated from completed services, the list of paid services is also included in the transaction details.
This view centralizes the information associated with each transaction and makes it easier to review individual and recurring transactions, as well as payroll payments, without leaving the Dashboard.