Platform Transactions

This document describes the transaction management and search functionalities within the Paybrokers platform.
It details how administrators can efficiently search, filter, and review transaction data, including key metrics and individual transaction details.

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For your Information

Transactions refer to the operations processed within the ⬛ LEDGER, orchestrated by Paybrokers.
These transactions differ from account statements because they represent the initial steps of payment flow management. A single transaction in the LEDGER may or may not result in a finalized transaction within the CORE BANKING system, depending on its processing outcome. Check here for more details.

Summary

This guide covers the following key aspects of Paybrokers' transaction management:

• Searching Transactions: Methods for searching using Transaction ID, E2E Code, Payer/Receiver information, and various filters (Transaction Type, Status, Webhook Status).
• Filtering Transactions: Available filter options to refine searches and target specific transactions based on criteria like date range, transaction type, and status.
• Overview Metrics: Key performance indicators displayed, including Number of Transactions, Transaction Volume, Fees, and Cash Flow, which dynamically update based on applied filters.
• Viewing Transaction Details: Steps to access detailed information about individual transactions, including transaction data, metadata, webhook details, receipt download, and payment code link copying.