JeraSoft Documentation Portal
Docs for all releases
The list of functional buttons/icons is as follows:
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 transaction is approved
|Allows to delete a transaction from the system. Requires confirmation|
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 icon, a drop-down menu with the following structure is displayed:
Author column is going to be filled only if a transaction has been added manually by a user through the Transactions section in JeraSoft VCS or the Refill Balance page on JeraSoft Client Portal. In case a transaction is automatically generated by the system, the Author column will be empty.
Indicate a client you wish the section to be filtered by
|Payment Account||Select from the list of all payment accounts in the system|
Select a type of transaction:
Select from the list of transaction statuses:
Indicate whether you wish payments covered by the invoices to be displayed by selecting from the list:
Specify the date in the date picker
After filling in the fields, press Search to filter section data or Reset to clear search results.
|Client||Indicate a target client|
Specify a type of transaction.For incoming transactions, select the Paymentoperation type, for outgoing – select Charge.
Choose a respective account from the drop-down list of all available payment accounts. For a charge type, you can select:
Insert an amount of the transaction, which can be positive or negative:
If your transaction type is Charge, you can choose whether a specified amount includes a tax or not by choosing a respective value in the drop-down list:
The text TAX rate is based on the tax profile of the client's reseller.
|Transaction Date||Indicate the actual date of the transaction in a date picker|
|Description||Notes for a new transaction|
|System Info||Here you can add system information for transactions. Also, it's possible to add a variable in the invoices templates. Then, the variable will display this info for extra charges.|
Define the state of the transaction:
When a customer has 2 calls (with and without taxes) for the same hour, two charges will be listed in the transactions: one charge with taxes and a second one - without taxes. In case you change one of the parameters listed above and the rerating is done, you might have additional transactions.
If you see a transaction with a tax represented as a dash (−), it means that all taxes were included in rate tables.
When the Reseller owns a payment account, transactions for this account can be created for Clients and Sub-Resellers belonging to this Reseller. However, transactions of this Reseller (owner of the account) can not be assigned to this payment account.