What It Is
Transactions Overview provides a unified list of all financial documents across types, including:
- Invoices
- Debit Notes
- Credit Notes
It acts as the master monitoring screen.
Why It Matters
This screen provides operational visibility across key transaction and submission details.
This includes:
- Submission status
- Source system
- Branch
- Date
- Transaction type
It is typically used for:
- Filtering
- Auditing
- Troubleshooting
- Bulk exports
Core Capabilities
- Search by document number
- Filter by status (Reported/Cleared, Failed, Draft, etc.)
- Filter by source system
- Filter by branch
- Sort by creation date
- Export results
Related Topics
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