Transactions

The Transactions page provides a detailed view of all transaction records within the system, allowing to track, manage, and filter transaction data.

The page consists of several key areas that facilitate user interaction with the transaction information.

Key Areas on the Transactions Page:

1. Transaction List

• Displays a table of all transactions with the following columns:

  • Date: The timestamp of the transaction.

  • Type: Indicates the type of transaction (e.g., SIM refill, eSIM purchase, etc.).

  • Destination: Identifies the target associated with the transaction (e.g., a specific account or service).

  • Amount: The value of the transaction.

  • Currency: The currency of the transaction (e.g., EUR).

  • Payment Method: The method used for the transaction (e.g., Stripe, Invoice).

  • End User: The user associated with the transaction.

  • Billing Cycle: The billing cycle linked to the transaction.

  • Labels: Any tags associated with the transaction.

2. Filters

A set of filtering options that allow users to refine their search and view specific transactions based on the following criteria:

1) Status

Defines the current state of the transaction or operation. Available options:

• Pending – The process has been initiated but is not yet completed.

• Failed – The process was attempted but did not succeed.

• Completed – The process was successfully finished.

2) Payment Method

Specifies the method used for payment. Available options:

• Credit Card (Stripe)

• iDEAL

• Manual

• PayPal

• Wallet

• Company Wallet

3) Company

Allows filtering by the associated company.

4) Currency

Filters records based on the currency used for the transaction.

5) Type

Defines the category of the transaction. Available options:

• (e)SIM refill

• Refill wallet

• eSIM Purchase

6) Billing Cycle

Filters records according to the billing cycle associated with the transaction.

7) Labels

Supports filtering by assigned labels.

3. Transaction Details

• When a user clicks on a specific transaction, detailed information about that transaction is shown in a separate panel. This includes:

  • General Information: Displays key details such as the transaction ID, type, destination, amount, payment method, and associated end-user.

  • Transaction Reason: If available, an explanation or reason for the transaction can be displayed.

  • Company Information: Information about the company involved in the transaction (e.g., company name, relevant contacts).

  • Labels: Displays any tags associated with the transaction, which may help classify or provide further context.

4. Additional Features

• Export Function:

  • The page includes an export function that allows users to download the transaction data in a suitable format (e.g., CSV or Excel). This is useful for offline analysis or reporting purposes.

  • The export function typically considers any applied filters, ensuring that only the relevant transactions are exported.

• Manage Labels:

  • A "Manage Labels" function is available to allow users to categorize or tag transactions with specific labels. This feature helps in organizing transactions and making them easier to search and report.

  • Labels can be added, removed, or modified as necessary.