Upcoming changes to Transaction Details

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Coach Natalie
Coach Natalie Administrator, Moderator admin
Hello All,

Starting with the 3.28.0 Web Release, we will begin rolling out some changes to the Transaction Details view. The arrow at the end of a Transaction will eventually be replaced with a three-dot menu, and the Transaction Details (where you can add Attachments, link to a Bill, view the "Appears on your statement as..." info, etc.) will open in a new window instead of being expanded with the arrow:

These changes will also apply when creating a new transaction, and will be rolled out in phases. We will be starting with just some of our Early Access Users, so if you'd like to possibly be selected early for the new design, please be sure to enroll in 'Early Access' under the Settings menu!

Thanks, everyone! 

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