Use the checkbox titled Include Pending Amounts to show pending transactions in Account Inquiry. When you create a transaction that is submitted to an approval process, Connect saves the transaction as a pending transaction. The pending status is removed when the transaction is approved.
Include pending amounts checkbox in Account Inquiry
Watch an overview of pending amounts. Video (2m31s) (2019.02)
Some tabs in Account Inquiry will show the pending actual and pending budget amounts. This table shows you where you can see pending amounts, pending actual amounts, and pending budget amounts in Account Inquiry.
Table: Tabs in Account Inquiry that show/hide pending amounts
|
Include Pending Amounts checkbox |
Pending Actual |
Pending Budget |
Single Account tab |
X |
|
|
Detail tab |
|
X |
X |
Budget tab > Budget Transactions subtab |
X |
|
|
Transactions tab |
|
X |
|
Segment Amounts tab |
|
X |
X |
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