Accessing the Active Transactions Page

This page lives underneath the "Transactions" page in the navigation bar, if you hover over it you will see the "Active Transactions" page. Clicking on this will take you to this page. It contains a grid that details all of the "active" transactions (both credit notes and invoices are visible in this grid) in the system. An active transaction is a transaction that hasn't yet been marked as paid.

The UI

When you access this page, it looks something like this:

This grid in the UI displays our demo data and each column represents a different piece of data that's sent to our system in your transaction file. The table below explains the information displayed and the corresponding header item in the data you provide to us.

Exporting the Data

It is possible to export this data in different formats, including XML, CSV, Excel and JSON. This is particularly useful if you're wanting to have a local copy of the information we provide to look over and review. Clicking the "Export" button in the top left of the grid, opens a dialog that looks something like this:

To export the data in the format you'd prefer, you select the appropriate option from the dropdown list and click the download button. This will download the data from the grid in that format to your local pc.

Filtering the Data

You may notice that some of the columns of the grid allow filtering, below is a brief explanation of the filters and how they can be used.

Doc. Type Filter

To filter this column, you click the filter icon in this column header, doing so will bring up a filter dialog that looks something like this:

You can set it up so that the grid only displays credit notes by selecting "Credit Note" in this dialog and clicking the "Filter" button to confirm. The grid will then only display credits.

Client Name Filter

To filter this column, you click the filter icon in this column header, doing so will bring up a filter dialog that looks something like this:

Typically there is only one client company per portal, however, if there are more than one you can filter the data by selecting the company name you're interested in and clicking the "Filter" button. Once confirmed, the grid will no longer display any data that doesn't fit the filter criteria.

Client Reference Filter

To filter by this column, you click the filter icon in this column header, doing so will bring up a filter dialog that looks something like this:

In the top dropdown in this dialog, there are four option which are explained in the table below:

This dialog accepts two conditions, where you can filter in the case where both conditions are met by using the "And" or you can filter based on one or the other being met by setting it to "Or". Once you have input the values you want to filter by in the boxes, click "Filter" to confirm. Once confirmed, the grid will be filtered based on the criteria you set in the filter dialog.

Client State Filter

To filter this column, you click the filter icon in this column header, doing so will bring up a filter dialog that looks something like this:

Here, there is a list of the most common states that transactions in our system sit in, you can filter this column based on multiple criteria. If you're interested in "Eligible" and "Approved" invoices for example, you'd select these states and click the "Filter" button to confirm. Once confirmed, the grid will no longer display any data that doesn't fit the filter criteria.

Supplier Name Filter

To filter this column, you click the filter icon in this column header, doing so will bring up a filter dialog that looks something like this:

Here there is a full list of the supplier companies in the system. From this list you can select the companies which you're interested in to view their data and click the "Filter" button to confirm. Once confirmed, the grid will no longer display any data that doesn't fit the filter criteria.

Supplier Reference Filter

This filter works in the same way as the "Client Reference Filter" which is described above. To understand how this filter works, please see that section of the document.

Supplier State Filter

This filter works in the same way as the "Client State Filter" which is described above. To understand how this filter works, please see that section of the document.

Number Filter

This filter works in the same way as the "Client Reference Filter" which is described above. To understand how this filter works, please see that section of the document.

Doc Date Filter

To filter by this column, you click the filter icon in this column header, doing so will bring up a filter dialog that looks something like this:

You can select the dates you want to filter by by clicking the calendar icon on the left-hand-side of the text box. This will bring up a dialog that looks something like this:

To select the date you wish to filter by you select it in this dialog. You can navigate through the months using the arrows and quickly select the current date by clicking the text at the bottom of the dialog. You can specify date ranges to filter the data by, this is explained below.

Filtering by Date Ranges

The dropdown has a selection of "From" which will filter out dates that come before the one specified, you can also select "To" in this dialog, which will filter out any dates that come after the one specified. Using this "From" and "To" you can specify an exact date range. This is particularly useful if you want to find the invoices with the document dates within a particular month.

To filter out any invoices from the 1st of May 2024 to the 12th of June 2024 in the grid, you would need to specify this in the filter dialog:

Clicking the "Filter" button will confirm the filter conditions. Once confirmed this will then filter out any invoices with doc dates that do not fall in between the two dates specified from the grid.

Value Filter

To filter by this column, you click the filter icon in this column header, doing so will bring up a filter dialog that looks something like this:

In the top dropdown in this dialog, there are four option which are explained in the table below:

This dialog accepts two conditions, where you can filter in the case where both conditions are met by using the "And" or you can filter based on one or the other being met by setting it to "Or". Once you have input the values you want to filter by in the boxes, click "Filter" to confirm. Once confirmed, the grid will only show the invoices that fit the filter criteria.

Offer Value Filter

This filter works in the same way as the "Value Filter" which is described above. To understand how this filter works, please see that section of the document.

Currency Filter

To filter by this column, you click the filter icon in this column header, doing so will bring up a filter dialog that looks something like this: