Organization Transactions
Transactions are a detailed journal of all your organization’s financial operations. Here you’ll find every sale, refund, payout, and other financial activity, sorted by time.
What are transactions?
Transactions are individual financial operations that occurred in your organization. Each transaction records:
| Field | Description |
|---|---|
| Date and time | When the operation occurred |
| Operation type | Sale, refund, payout, fee, etc. |
| Amount | The size of the money flow |
| Currency | The currency of the operation |
| Counterparty | Who conducted the operation (customer, system, etc.) |
| Method | Which payout method was used |
Each transaction is an immutable fact of the past. You can view them, but cannot edit or delete them.
Viewing transactions
Where to find transactions
- Open your organization dashboard
- In the left menu, find the Transactions section
- You’ll see a table with all operations
The table is sorted by default by date (newest operations at the top).
Table structure
The table displays the following columns:
- Date/time — when the operation occurred
- Type — kind of operation (colored status: sale, refund, payout, etc.)
- Amount — size of the money flow
- Currency — currency code (USD, EUR, JPY, etc.)
- Counterparty — who the operation was conducted with
- Method — payout method used in the operation
Filtering and search
Filter by operation type
You can filter transactions by type:
Open filters
Click the Filter button (or funnel icon) in the table header.
Select operation types
Check the types you need:
- Sale — income from customers
- Refund — returned money
- Payout — money sent to you
- Fee — platform deductions
- Fine — fines or penalties
- Other types depending on your scenario
Apply filter
The table will update to show only the selected types.
Filter by currency
- Use the second filter to select currency
- Choose one or more currencies (USD, EUR, JPY, etc.)
- The table will show operations only in the selected currencies
Filtering works on the server. This means the entire history is filtered on the backend, not just the visible screen portion. You’ll see the exact count of operations matching your criteria.
Operation types
Sale
Money received from a customer for a service or product. This increases your balance.
Status: typically green ✅
Refund
Money returned to a customer. This decreases your balance.
Status: typically red ❌
Payout
Money sent to your account. This decreases the balance because it’s a realization of part of your balance.
Status: typically blue ℹ️
Fee
Platform deduction for processing operations. This decreases your balance.
Status: typically yellow ⚠️
Fine
Financial penalties for violations. This decreases your balance.
Status: typically red ❌
Exporting transactions
You can export your complete transaction list for analysis or tax purposes.
How to export
- Apply any needed filters (if required)
- Click the Export button (usually on the right in the header)
- Select the format:
- CSV — for Excel and other spreadsheets
- JSON — for integrations and programs
- The file will download to your computer
The export includes all operations matching your filters, regardless of how many rows are on screen. This is a complete journal, not selective.
Frequently asked questions
I see an operation that shouldn’t be there. How do I delete it?
You cannot delete or edit operations. Transactions are an immutable record of facts.
If you find an error:
- Contact support
- Describe the problem and provide the date/amount of the operation
- Support will investigate
Important: corrections for errors in the system may be recorded as a new operation (for example, a “correction” operation).
Why are all my operations not shown in the table?
Possible reasons:
- Filters are enabled — check if you have type or currency filters active
- Time limit — some systems only show recent operations (e.g., last 90 days)
- Loading error — refresh the page
The complete journal is available through Export — where all operations are guaranteed.
How do I distinguish a sale from a refund in the table?
Each operation has:
- Colored status in the “Type” column (green for sale, red for refund)
- Text description of the type (e.g., “Sale”, “Refund”, “Payout”)
- Sign of the amount: sale is typically positive (+), refund is negative (−)
The most reliable way is to look at the “Type” column with color coding.
I see many small operations. Can they be grouped?
The table doesn’t support automatic grouping. If you need a summary:
- Export data to CSV
- Open in Excel
- Use Pivot Tables to group operations
Grouping functionality may be added in the future, but isn’t available now.
What timezone are dates displayed in?
All dates and times are displayed in UTC (Coordinated Universal Time). If you need the time in your timezone:
- Calculate the difference manually
- Or use the export and convert in your application
The platform works uniformly for all users regardless of their location.