🔐 Required Role Permissions: Transfers
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
Default Columns
Default Columns
The Transfers table contains all of your transfers with the following default columns:
Reference - an alphanumeric transfer reference
Gateway - the payment gateway through which the transfer was processed
Status - the current state of the transfer
Date - the exact date of the transfer was created
Payments - the total gross amount of payments processed through the associated gateway
Refunds - the total amount refunded, if any
Disputes - the total amount under dispute
Surcharge - any extra charge applied to the payment (for example, credit card surcharge or booking fee)
Gratuity - any tip or voluntary amount added by the customer on top of the payment
Adjustments - transaction-level deductions made by the payment service provider (PSP), such as chargebacks or corrections
Fees - the sum of all service and processing fees, such as payment fees and conversion fees
Total - the net amount of a transfer after all deductions
Diff - the balance due, calculated as the difference between the 'Payments' and 'Total' columns, this should normally equal to 0
📗 TIP
A remaining balance in the ‘Diff’ column may indicate that one or more deductible items have not been recorded or that there is a synchronisation issue between the payment service provider and the Ventrata dashboard.
📗 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.
Actions
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 |
Delete All | delete all selected transfers |
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.
Manage Transfers
Select a row to view transfer management options. Press the Transactions button to view all transactions pertaining to the transfer.
Transactions