Transactions

On this page, users can see the details of each payment processed for print jobs. Also, the user can download a .csv or .xls files from here.

Getting Started:

To access the Transactions screen, the user simply needs to login to 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 also be 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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 Instructions

1. https://devtbs.atlassian.net/wiki/spaces/ES/pages/557744268#Filtering-the-Transactions

2. https://devtbs.atlassian.net/wiki/spaces/ES/pages/557744268#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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Filter By

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 number of the records that will be displayed.

Balance After

Type the balance after 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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