AccountsTransactions
Transactions List
How to use the Transactions list to search ledger items, filter by type and date, and open transaction actions.
Transactions is the combined ledger screen. It brings charges, payments, refunds, tips, adjustments, and expenses into one place so you can see the financial movement behind the customer work.
Summary At The Top
- Type cards: The summary breaks completed transactions into cards such as Payment, Refund, Charge, Tip, and Expense.
- Pending amounts: Payments and refunds can show a pending amount underneath the main figure, which helps you separate money already settled from money still working its way through a provider.
- Adjustments and transfers: These do not get their own summary cards, even though they can still exist in the ledger.
Filters And Search
- Search: Search checks description, payment reference, customer names, service names, and job or customer address details.
- Transaction Type: Use this when you want the table to focus on one kind of ledger line only.
- Expense Category: Helpful when expenses are mixed into the ledger and you need to narrow them further.
- Date range: Filters use Entry Date, and the quick ranges make it easy to jump across common time windows.
- Business: Limits the ledger to one business or a smaller group of businesses.
- Vehicle: Shows once your business has a vehicle, if your role can see vehicles. Pick one or more vehicles, sold ones included, to see the entries for them, or No vehicle for the entries without one.
Working With The Table
- Default columns: The table starts with type, entry date, due, next due, customer, description, amount, payment method, scheduled, invoice, and actions.
- Extra columns: Open the column selector if you want fields such as VAT, Net Amount, Payment Reference, Service, Job Address, Last Done, or Vehicle visible.
- Row click: Clicking a row opens the transaction details popup.
- Attachment marker: A paperclip beside the description means the transaction has receipts or documents attached.
- Status help: A payment that is still pending, failed or was cancelled has an (i) beside its type. Hover over it, or tap it on a phone, to see what the status means and what happens next, and why a payment failed, such as a card being declined.
- New Transaction: Use this when the ledger item does not already exist somewhere else in the app.
When You Open It From A Job Or Customer
Transactions can also open already filtered to a specific customer or job. In that situation the list stays focused on the related entity, which is useful when you are tracing one account rather than the whole ledger.
Related articles
- Creating a Transaction: Covers the fields in the new-transaction popup.
- Transaction Detail View: Shows what you can inspect after opening a row.
- Payment Reference and Status Handling: Useful when the wording on the ledger is the part you need to interpret correctly.
- Transaction Attachments: Explains the paperclip marker and how to attach receipts.