View account details

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • The bucketing page shows all the cleansed data grouped by accounts on the left pane, and the existing buckets on the main pane. The buckets are presented with sub-buckets grouped within parent buckets.

    Before you begin

    Role required: cost_transparency_admin or cost_transparency_analyst

    Procedure

    1. Click the gear icon (The gear icon) next to Accounts.
    2. Show or hide the accounts that are already assigned by clicking the Show accounts categorized in buckets toggle.
      You can assign expenses to buckets for unassigned accounts only.
    3. Sort the accounts by selecting Name, Account, or Amountin the Sort by list.
    4. Further sort the accounts by selecting Ascending or Descending from the Sort list.
    5. View the records from the General Ledger Cleansed Data table that belong to an account by clicking the lines icon (The lines icon).
      The records open in the list view in a new browser tab or browser window.