This article started from a question posted on the newsgroup. There doesn't seem to be any summary of how transactions move from Work to Open to History.
I put together this document attempting to address this for the following series:
CM (Bank Transactions)
I haven't worked on Payroll yet.
Work - Unposted GL Transactions Open - Posted GL Transactions History - When GL Fiscal Year Closes
Until the year closes all of the GL transactions are in the Year to Date Transaction Open table. You cannot move them back to the Open table after the year end closes. Entries cannot be ‘unposted’ and moved back into the Work table.
CM (Bank Transactions) Work – Unposted Deposit Transactions Open – Posted Bank Transactions Posted Deposit Transactions Reconciliations History – There is no history table
AP Work – Unposted AP Transactions Open – Posted AP Transactions that are not yet fully applied. Posted Purchasing Invoices that are not yet fully applied. History – Transactions automatically moves to history when the document is fully applied (a transaction is a check, credit memo, invoice, etc.) For a check or credit memo it is when the amount is fully applied to an invoice or invoices. For an invoice it is when it is fully paid off (or a credit memo, or memos) takes the balance to zero. Voiding a document in the Open file moves it to history. Documents can be voided after they have been moved to history and that moves them back to the Open table. Documents cannot be 'unposted'.