This section introduces a column-based layout to enhance the management of transactions. You can perform actions such as adding attachments, selecting labels, and managing transaction details directly within the view. This aims to make transaction management more visual, efficient, and time-saving.
How does it work?
To access the new Transaction view:
- Navigate to Business account > Transactions.
- The following columns are displayed:
- Amount: Displays the transaction amount.
- Payment Method: Indicates the payment method used.
- Operation Date: Shows the date of the transaction.
- Comments: Add additional information about the transaction by clicking the bubble.
- Attachments: Manage files related to the payment. You can:
- Add attachments.
- Delete attachments.
- Mark files as not required or lost by clicking the "Missing" button.
- Vat: Quickly view and edit VAT information for each transaction
- Member: Identifies the member associated with the transaction.
- Verification: Verify transactions for accounting purposes by clicking the "To verify" button, then selecting "Mark as verified."
- Status: Check the status history of the transaction.
- Category: Assign a category to the transaction.
- Reference: Displays the reference details.
- Labels: Attach labels to transactions or create/edit labels by clicking on "+ Add label" or "Edit labels."
Are there additional features?
Yes, you can also achieve the actions below:
- Column Customization: You can resize columns and rearrange them from left to right or hide and show them back. However, there is no reset button for reverting to the default order.
- Transaction Details Sidebar: The sidebar is still accessible by hovering over a transaction and clicking the merging arrow in the Transactions column.
- Comments Column: This is a new column that allows clients to add additional information to transactions more quickly. The "Additional Information" field from the previous view is still available in the side panel of the new view.
- Employee Access: Employees will have restricted access to certain columns.