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This section allows a user to perform and trace all the financial operations regarding 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 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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The list of functional buttons/icons is as follows:
| Button/Icon | Description | |
|---|---|---|
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 a transaction from the system. Requires confirmation | ||
Advanced Search
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:
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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. |
| Field | Description | ||
|---|---|---|---|
Client | Indicate a client you wish the section to be filtered by | ||
| Payment Account | Select from the list of all payment accounts in the system | ||
| Type | Select a type of transaction:
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| Status | Select from the list of transaction statuses:
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| State | Indicate whether you wish payments covered by the invoices to be displayed by selecting from the list:
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Date | Specify the date in the date picker | ||
After filling in the fields, click Search to filter section data or Reset to clear search results.
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| Field name | Description | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Client | Indicate a target client | |||||||||||
| Type | Specify a type of transaction.For incoming transactions, select Paymentoperation type, for outgoing – select Charge. | |||||||||||
| Payment Account | Choose a respective account from the drop-down list of all available payment accounts. For charge type, you can select:
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| Amount | 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 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 show this info for extra charges. | |||||||||||
| Status | Define the state of the transaction:
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