> For the complete documentation index, see [llms.txt](https://documentation.opencollective.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.opencollective.com/advanced/preview-features.md). # Preview Features Preview Features lets you test a selection of upcoming features and improvements before they are fully released. ### Activating (and deactivating) Preview Features To find and choose features: 1. Log in to Open Collective 2. Click on the profile icon in the top-right corner 3. Find the Preview Features option on the menu 4. Select the features you would like to preview, and switch them on using the toggle button By clicking the button, the feature preview will be enabled on your account. If you want to change back for any reason, toggle the button off again, and your interface will revert to the original state. {% hint style="info" %} The features available in the preview features menu will vary depending on the type of role you hold on the platform. For example, admins may see different options to individual users. {% endhint %} ### Improving Preview Features Every feature in the Preview Features menu is at a stage where we're happy to share it with users. They may, however, change without notice as we receive and adapt to user feedback. We would always like to hear from you about any improvements you'd like to see, but we're particularly interested in feedback regarding new features and updates. If you want us to change or fix any part of the feature you're currently previewing, please get in touch via the link in the menu box or [contact us](https://opencollective.com/contact). ## Available preview features ### Sidebar Reorganization Incoming/Outgoing This layout is **enabled by default** for all accounts. It renames **Expenses** to **Outgoing Money** and **Contributions** to **Incoming Money**, and moves cross-account items to the appropriate groups. If you prefer the previous sidebar labels, open Preview Features and toggle **Sidebar Reorganization Incoming/Outgoing** off. See [Dashboard Navigation](/fiscal-hosts/dashboard-navigation.md) for the full sidebar reference and a mapping from older labels. ### Keyboard Shortcuts (public beta) Navigate expense workflows faster with keyboard shortcuts. **On the expenses dashboard:** | Key | Action | | ----- | ------------------------------------------ | | J | Select the next expense | | K | Select the previous expense | | P | Pay selected expense (if ready to pay) | | S | Check security alerts for selected expense | | Enter | Open expense details | **On expense details:** | Key | Action | | ------------------ | -------------------------------------- | | Left / Right arrow | Navigate through attachments | | H | Put selected expense on hold | | I | Mark selected expense as incomplete | | P | Pay selected expense (if ready to pay) | | E | Enter edit mode | | Esc | Close expense details | ### Table Quick Actions (public beta) Shows action buttons on table rows when you hover over them, so you can perform common actions without opening the row menu. ### Async Exports (closed beta) Enables background processing for large data exports on organization accounts. Exports run asynchronously and you are notified when the download is ready. See [Exporting Your Data](/advanced/exporting-your-data.md). ### Crowdfunding Redesign (public beta) Preview of redesigned crowdfunding and profile pages, including separate fundraising and storytelling views and improved goal tracking. See the [blog post](https://blog.opencollective.com/open-collective-crowdfunding-redesign/) for details. ### Dashboard view of a hosted account profile (closed beta) Replaces the side drawer on **Hosting > Hosted Collectives** and **Funds & Grants > Hosted Funds** with a full-page hosted account profile. When enabled, click a hosted collective or fund in the list to open its profile. The profile includes: | Tab | What you can do | | ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Overview** | Account details, platform activity, balance and all-time totals, financial charts, contribution and payout analytics, recent transactions, and hosting settings (fee structure, expense types, payout method visibility) | | **Accounts** | Projects, events, and child accounts under the hosted account | | **Money Movements** | Full transaction history filtered by contributions or payouts | | **Expected Funds** | Pending offline or bank contributions for this account | | **Agreements** | Host agreements linked to the account | | **Updates** | Public updates published by the account | | **About** | Description, location, tags, social links, and team | | **Activities** | Activity log for this hosted account | Use **Copy URL** in the profile header to share a direct link with other host admins. **More Actions** provides the same freeze, unhost, add funds, and contact options as the hosted collectives list. #### Overview tab The **Overview** tab is the main financial and operational snapshot for a hosted account: * **Details** — name, tags, social links, location, fee structure, expense types, and payout method visibility. Click the edit icon to change fee structure, expense types, or payout method visibility without leaving the profile. * **Platform Activity** — hosting status (active or frozen), applied and accepted dates, and first and latest financial interactions (click an interaction to open the related contribution or expense). * **About** — description and collective admins. * **Financial summary** — current balance, all-time received, and all-time disbursed. Click received or disbursed totals to jump to **Money Movements** filtered to contributions or payouts. * **Balance chart** — monthly balance, received, and spent over the account's lifetime. * **Contributions and Payouts** — two analytics cards with tabs for **By size** (amount distribution), **Over time** (monthly totals), and **By type** (contributions only: one-time vs recurring breakdown). * **Recent Contributions** and **Recent Payouts** — the five latest transactions, with links to view all in **Money Movements**. See [Hosted Collectives](/fiscal-hosts/managing-your-collectives/hosted-collectives.md) and [Funds](/fiscal-hosts/funds-and-grants/funds.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://documentation.opencollective.com/advanced/preview-features.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.