This article will guide you on how to view your created transactions within the Jack platform. By accessing the Transactions page, you can easily search, filter, and explore your transaction history. The article also highlights the six columns present in the transactions table, providing valuable information about each transaction.
Table of Contents
- My Transactions, Team Transaction, and Company Transaction
- Searching a Transaction
- Columns on the Transactions Page and What Does It Means
- Related Articles
In Jack Portal, the simplest way to see your recent transactions is by looking at the Recent Transactions section on the Dashboard page. You can find it on the bottom of your Dashboard page. To see all of your transactions historically, click on the See All Transactions.
Alternatively, you can navigate to the Transactions page from the sidebar menu (in Jack Portal) or Transactions menu from the navigation bar (in Jack App). To view the detailed information of a transaction, you can simply click on the transaction basically from any page if you see one.
My Transactions, Team Transaction, and Company Transaction
Once you are in the Transactions page, you will see tabs called “My Transactions”, “Team Transaction” and “Company Transaction”. You will always be able to access the My Transactions tab, but depending on your role on the Jack platform, you might not see the Teams and Company tabs.
Team Transaction tab contains all transactions created by your team members, if you are assigned as a Manager [[Jack KB] Manage Account - Team Managers] from the Users & Teams module. If you are not a Manager, then you would not be able to see this tab. To learn more about Team Management in Jack, you can read this article [Jack KB] Manage Account - Teams Management].
Company Transaction tab will only be visible for Business-owner, Admin and Bookkeeper level users. In this tab, you will be able to see all of the transactions created within the company inside Jack platform. You can access all of the details related to that transaction, whether it is the amount, description, status, update tracker, etc. The differentiator of this tab is you can filter the transactions by Team and Created by.
Searching a Transaction
You can search for specific transactions using keywords whether it is the transaction description, amount, or any other information that you have about that transaction. Alternatively, you can apply filters to narrow down the list based on your specific requirements. To know more about filtering, you can head to this article. Searching and filtering functionalities help you quickly locate desired transactions in your transaction history.
Columns on the Transactions Page and What Does It Means
The transactions table in Jack Portal consists of six columns: Created at, Transaction description, Status, Source Account, Amount, and Alerts. Here what you should know:
Created at: This column displays the date and time when each transaction was created. It helps you track the timing of each transaction.
Transaction (Description): Here, you can find the title of that particular transaction. It provides quick and essential context for understanding what the transaction is all about.
Status: The status column indicates the current states of each transaction. (For a detailed explanation of different statuses, refer to this article.)
Source Account: This column specifies the payment method or account used to pay for the particular transaction. There are five (5) types of source account: Company Balance, Direct Payment, E-wallet, Card, Refund. For example, if it is a card transaction, then the source account will display from which card the transaction is created.
Amount: The amount column shows the monetary value associated with each transaction. Please note that when you create an international transaction whether it is using cards or international transfers, the amount displayed will be the IDR amount.
Alerts: This column provides important remarks regarding the transaction. It may indicate if any receipt, description, or attachment is missing for a specific transaction. The badges draw attention to any additional actions or information required for the transaction.
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