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How to Use the Transactions Table
How to Use the Transactions Table

The Transactions tab captures any movement of monies that was recorded by the Ventrata dashboard.

Lucia Burin Sestakova avatar
Written by Lucia Burin Sestakova
Updated over 2 months ago

๐Ÿ” Required Role Permissions: Transactions

๐Ÿ”“ 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 transactionโ€‹

๐Ÿ“— 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

๐Ÿ“— 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

๐Ÿ“— 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

๐Ÿ“— TIP

To learn more about reports, read our article Working with Charts and Reports.


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