Transaction List

The List of Transactions view displays all transactions imported or created in the system. From here, you can verify if transactions are correctly matched with members, check their values, and access detailed data.

Each transaction includes:

• Document number and type (e.g. purchase, return)

• Date and value

• Matched status — whether it’s linked with a member

• Member data (full name, email, phone number, loyalty card number)

Member data is based on the details passed in the transaction, not on the member profile.

The details refer to the customer engaged in the transaction and can vary from the information of an existing member in the system.

• Transaction value

💡 Tip: Use filters to quickly find transactions by date, type, or matching status.

---

Actions available

From this view, you can:

• Open transaction details

• Add new transactions manually

• Import transactions in bulk

• Import matches

• Match transactions with members

---

Add transaction menu

Click the Add transaction button to choose from four options:

Action	Description
Add transaction manually	Create a new transaction directly in the Admin Panel by entering transaction and member details.
Import matches	Upload a file containing matches between transactions and members.
Import transactions	Bulk import multiple transactions from an external source (e.g. POS, eCommerce).
Match transaction with a member	Link existing transactions with members based on selected identifiers.

---

Columns

Each row represents a single transaction. The main columns are:

Column	Description
Document number	Unique transaction identifier from the source system.
Document type	Type of document — Purchase or Return.
Document date	Date and time when the transaction occurred.
Full name / Email / Phone / Loyalty card	Data of the member associated with the transaction.
Matched	Indicates if the transaction is already linked to a member (Yes / No).
Transaction value	Monetary value of the transaction (in tenant’s currency).

💡 You can customize visible columns using the Manage Columns button at the bottom of the list.

---

Example

A typical transaction list might show:

Document number	Date	Matched	Transaction value
6lkgwm0qzb	04 Nov 2025	Yes	1,206.88 CAD
ujryw337c8	04 Nov 2025	Yes	1,287.13 CAD
i8vk60u7sr	04 Nov 2025	Yes	1,098.78 CAD

---

Next steps

➡️ Go to Transaction Details to explore what information is available for each transaction.