Transactions

The Transactions section of the website allows users to view, track, and manage all financial activities. This includes payments, refunds, invoices, and any other monetary movement within the platform. Understanding this section ensures accurate monitoring and reporting.

Accessing Transactions

1. Log in to your account on the website.
2. Navigate to the main menu.
3. Click on Transactions to open the transaction dashboard.

Transaction Dashboard

The dashboard provides a comprehensive view of all transactions. Key elements include:

• Date: Shows when the transaction occurred.
• Transaction ID: Unique identifier for each transaction.
• Type: Indicates whether it is a payment, refund, or other.
• Amount: Displays the total value of the transaction.
• Status: Shows whether the transaction is completed, pending, or failed.

Viewing Transaction Details

To view full details of a transaction:

1. Click on the transaction entry from the dashboard.
2. Details displayed may include payer/recipient information, payment method, and reference notes.
3. Use this information to verify transactions or resolve disputes.

Searching and Filtering

The transactions page offers search and filter options to quickly locate specific transactions:

• Search by ID or Name: Enter the transaction ID or the payer/recipient name.
• Filter by Date: Select a specific date range to narrow results.
• Filter by Status: Choose pending, completed, or failed transactions.
• Filter by Type: Payments, refunds, or adjustments.

Exporting Transactions

Users can export transaction records for reporting purposes:

1. Click Export on the dashboard.
2. Select the file format (Excel, CSV, PDF).
3. Choose the desired date range.
4. Click Download to save the file.

Tips for Managing Transactions

• Regularly review your transactions to ensure accuracy.
• Immediately report any discrepancies to support.
• Use filters to simplify the process of auditing large volumes of data.
• Keep exported records for future reference and compliance purposes.

Troubleshooting

• If transactions are missing, refresh the dashboard or check the date filters.
• Pending transactions may take time to update; allow up to 24 hours.
• Contact support if any completed transaction is not reflected in your records.