Transactions Subtask
Use this subtask to view transactions imported from the Plaid-supported bank account.
All the fields in this subtask are read-only and cannot be modified.
Table Window
| Field | Description |
|---|---|
| Date | This field displays the transaction date. |
| Name | This field displays the transaction name. |
| Currency Code | This field displays the transaction currency in standard three-character code format. |
| Amount | This field displays the transaction amount. |
| Pending | This checkbox indicates if the transaction status is pending. |
| Check Number | This field displays check identification number used in the transaction. |
| Transferred to Bank Detail | This checkbox indicates whether a transaction has already been inserted into bank statement tables for reconciliation. Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2025.4 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information. |