Transactions overview

This section captures the details of each transaction that happened in your account based on the payment methods set up for you account. Each column provides valuable information, such as the transaction processing date, amount, customer details, and status, allowing you to track and manage your financial activities efficiently.

You can easily navigate through your transactions using a variety of filters to help you find specific records. Use the Date Range Filter to specify a custom time frame, the Status Filter to narrow results based on transaction status, or the Search Bar to quickly locate transactions by keywords such as customer names or reference numbers. These filters simplify the process of finding exactly what you're looking for.

You can see detailed explanations of transaction statuses and how they apply to your records.

Actions Available on the Transactions Section

There are several actions available to help you manage and review customer mandates efficiently.

Transaction-Specific Actions

• View: You can view the transaction details here.

• Go to customer: Click on the Action button next to a specific transaction, then select Go to customer to navigate directly to that customer’s profile.

Exports Transaction

Export your transaction history to a CSV file for reporting or record-keeping.

When exporting, you can choose between:

• All: Exports all transactions, ignoring any filters applied.

• Results: Exports only the transaction that match your current filters.