This section introduces a column-based layout to enhance the management of transactions. You can now 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.
💡 For now, the classic and a new transactions view will be available. In the future, the classic view will be fully removed but don’t worry! We will notify you about it.
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.
⚠️ Please note: Comments added in the "Comments" field are currently not visible in the classic view or transactions export. To add comments, you can open the side panel from the new view and enter them in the "Additional Information" field.
How can I share feedback?
Since this is a new feature, we’re actively seeking client feedback to enhance the experience. A typeform will be available in the interface for clients to share their thoughts. The form will be available in the following languages:
- English
- French (France and Belgium)
- German
- Italian
- Spanish
- Portuguese
We encourage all clients to test the new Transaction view and share their feedback to help us refine the feature!