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Transaction History

Path: /transactions

Image: Transaction History Page

Page Layout​

Search and Filter Bar​

Search Field:

  • Text input at top

Filter Drawer (accessed via button):

  • Approved Only (checkbox with three states)
  • Manual Only (checkbox with three states)
  • Applied Only (checkbox with three states)
  • Companies section (checkboxes for each)
  • Statuses section (checkboxes for each status type)
  • Date Range section:
    • Use Date Range checkbox
    • Start and end date/time pickers

Action Buttons:

  • Apply Filters
  • Clear Filters
  • Export (downloads CSV)

Transaction Table​

Columns:

  • Approved (checkbox)
  • Co (company code)
  • Reference
  • Type
  • Status
  • Terminal Reference
  • Device
  • Date (with time)
  • Subtotal
  • Surcharge
  • Amount
  • Applied (colored red if $0.00)

Row Menu (three dots):

  • Edit Applications
  • Unapprove Payment (only if approved)
  • Delete Payment (only if manual)

Table Footer:

  • "Approve [number] Transactions" button (left side)
  • Page controls (right side)

Checkbox States​

Three-state checkboxes (in filter drawer):

  • Unchecked: filter off
  • Checked: filter for "true" values
  • Intermediate: filter for "false" values

What Happens When You...​

Select transaction checkboxes:

  • Count updates in footer button
  • Button shows: "Approve [number] Transactions"
  • Button remains disabled if count is 0

Click "Approve [number] Transactions":

  • All selected transactions marked as approved
  • Checkboxes clear
  • Page refreshes
  • Count resets to 0

Click approved checkbox:

  • Opens unapproval confirmation dialog
  • Dialog asks: "Are you sure you want to unapprove this payment?"
  • Clicking "Unapprove" removes approval status

Click row menu → Edit Applications:

  • Opens dialog with applications table
  • Can add/remove/modify applications
  • Save button updates transaction

Click row menu → Delete:

  • Opens confirmation dialog
  • Clicking confirm removes transaction
  • Page refreshes

Apply Date Range Filter:

  1. Check "Use Date Range"
  2. Select start and end dates/times
  3. Click "Apply Filters"
  4. Table shows only transactions in range

Hover over Applied column (when not $0.00):

  • Tooltip appears showing breakdown
  • Lists each application: source and amount