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changes.mady.by.user Andrii Zinchenko

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changes.mady.by.user Anastasiia Kovalinas

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(warning)   Attention

Author column is going to be filled only if a transaction has been added manually by a user through the Transactions section in JeraSoft Billing 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.

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FieldDescription

Client

Indicate a client you wish the section to be filtered by

Under ResellerFilter the list of all payments for the selected Reseller's Clients. This field can take multiple values.
Payment AccountSelect from the list of all payment accounts in the system
Type

Select a type of transaction:

  • Payment
  • Charge
Payments Status

Select from the list of transaction statuses:

  • Pending
  • Approved

Only fillable when Type is Payment.

Charges Coverage

Select from the list:

  • Invoiced (already covered by Invoices)
  • Not Invoiced (not covered by Invoices)

Only fillable when Type is Charge.

State

Indicate whether you wish payments covered by the invoices to be displayed by selecting from the list:

  • Covered
  • Uncovered

Date

Specify the date in the date picker

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