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This section allows a user to perform and trace all the financial operations regarding the client's/reseller's balances. The section offers an overview of every single transaction performed in the system regardless of whether it's payment or charge and provides a wide variety of functionality for transactions management. Since the transactions section is a key tool for managing client's/reseller's balances, it's inseparable from the following sections of the system: Clients, Invoices, Resellers, etc.

Transaction charges will be created according to the configurations of Tax Profiles, Rate Tables (including tax or not) and the next parameters:

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Panel
borderColor#ccffcc
bgColor#ccffcc
borderWidth2px
borderStylesolid
Tips
  • In case you change one of the parameters listed above and the rerating is done, you might have additional transactions (with zero or non-zero taxes).
  • When a customer has calls with and without taxes for the same hour, two charges will be listed in the transactions section: one charge with taxes and the second one without taxes.
  • If you see a transaction with a tax represented as a dash (−), it means that all taxes were included in rate tables. 


The section is presented in a the form of a table of all conducted transactions with the following columns:

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Column NameDescription
IDA payment through an ID number
Payment AccountShows a respective payment account, related to a performed payment or a respective charge type, such as calls, products, extra charges (each type has a visual representation in a form of a respective icon)
Client/ResellerDisplays the name of a client or reseller that was engaged in payment operation
Client IDCustomer's identity
AmountThe respective payment operation sum
TaxesAn amount of taxes
DescriptionComments about a respective payment
Transaction DateDisplays a respective payment date, related to a performed payment
AuthorName of the user who performed the latest transaction (regardless whether it's a payment or a charge)

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Button/IconDescription

Allows to create a new transaction

Allows to import user's transactions into the system

Allows to download a list of transactions in a .csv file

Indicates the type of transaction - payment

Indicates the type of transaction - extra charges

Indicates the type of transaction - services charges

Indicates the type of transaction - packages fees

Indicates that a transaction is approved

Allows to delete deleting a transaction from the system. Requires confirmation

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In the top right corner of the section above the table, an Advanced Search drop-down menu is located. By clicking on a blue downwards arrow blue downward arrow  icon, a drop-down menu with the following structure is displayed:

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Upload a file from your computer, indicate such default parameters as: as Transaction Date, Currency, Payment Account, Date and Time Format, and click Process.

Screenshot: Transactions importing process. Step 1

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Step 2: Recognizing The File
The system will recognize the file and you need to select 3 mandatory columns: Client Info, Amount, and Transaction Date. Following this, click Process>> again.

Screenshot: Transactions importing process. Step 2

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Step 3: Checking The Rows 
Having specified the required columns, you need to check the rows to make sure that no mistake has been made. On doing it, click Process>> to finish the importing process.

Screenshot: Transactions importing process. Step 3

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