Transaction History #

To view point transaction history do the following:

• Click on Manage > Balance > Transaction history.

1. Search #

• Step 1: Search by the following criteria:
  • Date: Select the start and end time you want to see the transaction history.
  • Ref: Fill in Ref code correctly or leave it blank to find all.
  • Type: Select the type of transaction to view history.
  • Pay: Select a payment status type.
  • Tick on Sub account if you want to see on a child account.

• Step 2:
  • Click Search to see a list of transaction history.
  • Clicking Reset will return to factory defaults.

2. Edit #

• Step 1: Click on Edit

• Step 2: A dialog box appears:
  • Source account: Select the account containing the objects to be transacted.
  • Target account: Select the account that receives the transaction objects.
  • Points: The number of points to pay for the transaction.
  • Pay: Select payment status.
  • Date pay: If you change the status Unpaid -> Paid, you need to select a payment date.
  • Amount: Amount to be paid for the transaction.
  • Photo of invoice: Upload invoice photo (If available).
  • Note: Detailed notes for the transaction.

• Step 3: Click Save Changes to complete the operation.

3. Details #

• To view details of a Transaction history do the following:
  • Click on > Details. A dialog box appears Details transaction history.

4. Cancel transaction #

• To Cancel transaction follow the steps below:
  • Step 1: Click on > Cancel transaction.
  • Step 2:
    • Select OK: Will cancel the transaction.
    • Select Cancel: Will cancel the delete operation.

5. Request cancel #

• To Request Cancel follow the steps below:
  • Step 1: Click on > Request cancel.
  • Step 2:
    • Select OK: Will cancel the transaction.
    • Select Cancel: Will cancel the delete operation.