Transaction Insight Tips and Limits

Name: SuiteHUD
Author: SuiteHUD

Plans: Pro

Tips

Sanity-check bills before approving. A red Amount Anomaly on a vendor bill means it's well above that vendor's usual bill. That's worth a second look.
Catch duplicates. A red Frequency card on a bill means more bills from this vendor this week than usual. Open the Last 7 Days Breakdown to compare them.
Check a customer quickly. On an invoice, Recent Transactions shows their latest payments, credits and orders in one list.
Review a vendor in the side panel. From a breakdown, open transactions with Open in side panel and step through them with ◀ and ▶.

Insight doesn't work on journal entries, or on transactions with no customer or vendor. These show an error instead of numbers.
The comparison covers the last 12 months only.
Most figures compare transactions of the same type. Recent Transactions is the exception: it shows every type.
The colours only work for common customer and vendor transactions. Other types stay neutral.
Insight doesn't update by itself. Click Refresh to get the latest numbers.
A breakdown starts with 100 transactions, and Export CSV only exports what has loaded. Click Show all first.
On very busy customers or vendors, loading can time out. Click Refresh to try again.