Transactions

This guide details how to navigate and manage your records within the Transactions List view on the mobile application:

1. Access and Primary Filtering

• Access: You can enter this view by clicking the Transactions button from the main menu or by tapping the Total In-kind or Pending boxes on the home screen.

  
  

• Date Filtering: Use the green calendar bar at the top to set a specific date range for the records you wish to view.

• Status Filtering: Quickly narrow your list by selecting status buttons: Verified, Unverified, Pending, Rollback, Voided, or All.

  
  

2. Viewing Records

• Record Summary: Each entry in the list provides immediate key information:

  • Transaction ID: The unique identification number for the entry.

  • Status: The current state of the transaction (e.g., Unverified or Verified).

  • Creation Date & Hour: The exact timestamp when the entry was submitted.

  • Donor & Center: The associated donor name and the specific center involved.

  • Amount: The total monetary value of the in-kind donation.

    
    

3. Transaction Details

Clicking on a specific record opens an expanded detail view where you can find:

• Verification Info: The date, time, and the specific User (Admin) who verified the transaction.

• Financial Breakdown: A detailed look at the base amount, taxes, and final total.