Preview Features

Our Preview Features option allows you to test new and improved features before they are fully released.

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.

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.

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.

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 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.

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 for details.

Balance & clearing accounts (closed beta)

Attribute payments to balance and clearing accounts from your Chart of Accounts. This lets fiscal hosts record which payment device (Stripe, PayPal, Wise, a manual payment method, or a connected bank account) money moved through, separately from the profit-and-loss category (the kind of expense or contribution).

When enabled, host admins can:

• Create Balance and Clearing categories in Settings > Chart of Accounts

• Assign those categories to payment devices on the Payment device assignments tab

• Select or override the account when adding funds or paying an expense manually

• See and export the assigned account on transactions

Payments processed through a device with an assignment are attributed automatically. See Chart of Accounts for the full workflow.

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 and Funds.