Viewing Completed Custom Entry and Custom Transaction Forms

To preview a completed form, create an entry or transaction that uses the custom form. For example, click the tab where you access transactions, and click the kind of transaction you want to create. From the Custom Entry or Custom Transaction page, in the Custom Form field, select the custom form to use.

To see a list of all transactions that use the custom form, click List in the upper right of the Custom Entry or Custom Transaction page. Then, to view a specific transaction instance, click View beside the transaction you want to view.

For more information, see Working with Transactions.

Related Topics

General Notices