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To access the Transactions screen, the user simply need to login the ePRINTit SaaS and on the menu bar navigate to the User Portal/Transactions area. This feature is managed by permissions and the user must be also associated to a group that allows the user to access this option. To get more information about groups and how to associate it to a role type that has this permission, click here.
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\uD83D\uDCD8 Instructions
https://devtbs.atlassian.net/wiki/spaces/ES/pages/543883270557744268/Transactions#FilteringCPTransactions#Filtering-the-Transactions
https://devtbs.atlassian.net/wiki/spaces/ES/pages/543883270557744268/Transactions#DownloadingCPTransactions#Downloading-the-Transactions
Filtering the Transactions
Click on the Filter by button.
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The screen will open the filter option where the user can insert the range of data that will be displayed.
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From
Select the start date of the records that will be displayed.
Start Time
Select the time of the records that will be displayed.
To
Select the end date of the records that will be displayed.
End Time
Select the end date of the records that will be displayed.
Transaction By
Select the username of whom performed the records that will be displayed.
Amount
type the amount of the records that will be displayed.
Balance After
Type the balance after of the records that will be displayed.
Transaction Type
Select the type of transactions of the records that will be displayed.
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Downloading the Transactions
Click on the csv or xls icon to download the report with the transactions.
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