Listing Transactions

Overview

This guide explains how to view, filter, and manage transactions in your platform. It covers the transactions table, filtering options, and accessing transaction details.

Transactions Table

The Transactions page displays a table of all transactions processed on the platform. It includes columns such as:

  • Date: The date and time of the transaction.
  • Customer/Business: The name of the customer or business involved.
  • Type: The type of transaction (e.g., payment, transfer).
  • Counterparty: The details of the involved counterparty (if applicable).
  • Amount: The amount processed in the transaction.
  • Currency: The currency used in the transaction.

Clicking on a row opens a detailed view of the transaction.

Searching and Filtering Transactions

You can filter transactions based on various attributes:

  • Transaction Type: Filter by transaction type (e.g., transfer, payment).
  • Date Range: Filter transactions within a specific date range.
  • Currency: Filter transactions by currency.
  • Account: Filter by the account involved in the transaction.

For detailed transaction information, you can click on a row to view the transaction details.

Transaction Details

Each transaction includes detailed information such as the date, amount, type, and counterparty information. You can review these details and manage the status of the transaction.