Transaction Batches Sub Tab Navigation

Why This Matters?

• Start on Transaction Batches sub tab.

• • For navigation, see Payment Plan Management Tab Navigation.

Sections

• Filters
• Screen Columns Actions
• Columns
• Page Options

Filters

• Default Filter: Select a pre-configured or standard filter layout from the drop-down menu.
• Description: Enter a keyword, phrase, or reference description to search for specific transaction batches.
• Created At (from): Set the start date and time to filter transaction batches from a specific creation point
• Created At (to): Set the end date and time to filter transaction batches up to a specific creation point.
• Status: Filter transaction batches based on their current processing state (e.g., active, completed, or pending).
• Update Results: Applies the selected filter parameters and refreshes the list on screen.
• Reset Filters: Clears all entered filter values and restores the view to default.

Screen Columns Actions

• Screen Column Action Buttons: Provides tools to customise displayed columns and save preferred layouts for future use. For details, see Screen Column Action Buttons Navigation.

Columns

• UID: The unique identification number assigned to the specific transaction batch.
• Created At: The date and time when the transaction batch was created.
• Description: The keyword, name, or reference text describing the transaction batch.
• Type: The category or primary classification of the batch.
• Subtype: A secondary, more specific classification layer within the batch type.
• Status: The current processing state of the transaction batch (e.g., active or completed).
• Count: The total number of individual items or transactions contained within the batch.
• Posted Count: The number of items in the batch that have been successfully processed and posted.
• Created By: The user or system account that originally created the batch.
• Updated By: The user or system account that last modified or updated the batch details.

Page Options

• Page Options: Provides tools to navigate between pages, adjust the number of Items displayed, and export or save data for further use. For details, see Page Options Navigation.