🔐 Required Role Permissions: Transactions
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
Default Columns
Action - refers to the type of transaction
Action | Description |
Dispute | an amount disputed via a chargeback |
Adjustment | represent the transaction fees taken by the payment service provider (PSP) |
Bill | the bill for Ventrata services |
Refund | any refunds made by the operation |
Payout | any payouts made to the reseller through an invoice |
Payment | any payments collected by the operation |
Balance Transfer |
|
Reference - shows the numeric transaction reference
Channel - indicates where the transaction occurred
Amount - shows the exact financial amount of the transaction
Order - shows the alphanumeric order reference
Method - refers to the payment method use to make the transaction; methods include
Payment Method |
Credit / Debit Card |
Cash |
Reseller Voucher |
Gift Card |
Other |
Balance Transfer |
Transaction Date - shows the date of the transaction
Transaction Time - shows the time of the transaction
📗 TIP
Columns can be easily filtered by pressing the arrow next to the column title.
Actions
The action bar between the navigation bar and the bookings table enables you to perform a number of additional functions.
Search bar - filter the bookings table, using any parameter from the available columns
Keep Filter - when using search, tick the checkbox to make the column filters available
Saved Searches - press Saved Searches> Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches
📗 TIP
To learn more about saved searches, read our article Working with Saved Searches.
Reset All Filters - appears when a filter was used; press to reset filters to their default states
Bulk Actions - select one or multiple bookings and press to apply an action on your selection; options include
Bulk Action | Description |
Change Other Type | change the payment method of all selected transactions to an 'Other', or custom, payment method |
Show Columns - press to add new columns, or remove existing ones from your current view
📗 TIP
The list of columns which can be added is listed at the end of this article, under Generate Report.
Export - export the bookings table in CSV, Excel or SQL format
Generate Report - create charts and reports to analyse data from the booking table
📗 TIP
To learn more about reports, read our article Working with Charts and Reports.