In the Payments tab, you will see a list of all the inbound and outbound payment transactions in your program.
The default view is All, but you can select the tabs at the top of the list to select from:
Pending - see just the transactions that are still pending
Settled - see just the transactions that have settled
You can click the Filter button to filter by Type, Created Date, Amount, Transfer Type, Transfer Sub-type, Account ID, Transaction ID, Card ID, Account Number, Transfer ID, or Counter Party Name.
If you wish to view details of a transaction in your program, search for the user by phone number or click on an item in the Transaction List. Here's a breakdown of the Transaction Details sections, and what actions you can take.
- Transaction Information - view info such as Type, Currency, Balance, Sub Type, Payor info, Payment mode, Title, Description, Creation date, Payee, Business, as well as Account and Routing numbers. If the transaction is pending, you can Reject or Clear it. In the case of Check Deposits, there will be an Edit button in case Payor details need to be amended. Further review may be required (see below).
- Check - if the transaction is a Check Deposit, this section will provide the Amount, Payor, as well as the Check, Account, and Routing numbers. There will also be check images for review.
- Activity Log - a running log of all platform activity for the Transaction
- Operator Notes - where an operator can log any notes for future reference