What does this section cover?

Navigating to Wallet Transactions Module

Follow the steps below In order to Navigate to Wallet Transactions

1. Login using your username and password
2. Click on the  menu option, which is part of the Navigation Menu, located at the left side of the screen
3. Click on the Finance Application > Wallets > Access Wallet Transactions
4. The Wallet Transactions summary screen is displayed!
    

Searching for existing Wallet Transactions

The first step in searching for Wallet Transactions is to define the criteria for your new search. You can define your search criteria in two different ways:

• Basic search 
• Advanced search.

Basic Search

You can find an existing Wallet Transactions through the Wallet Transactions summary screen by specifying at least one of the following criteria:

• No: An auto generated number that uniquely identifies each wallet transaction
• Type:The wallet transaction type, which determines the nature of each wallet transaction, based on the wallet transaction type classification which can be one of the following classifications:
  
  • Credit
  • Debit
  • Reimburse
  • Void 
• Wallet:The related wallet
• Amount:The total amount of the wallet transaction
• Extra Added Amount:An extra added amount that will affect the wallet balance on crediting the wallet.
• Life Cycle State:The life cycle state of the wallet transaction that can be:
  • Effective
  • Voided
• Voided by Wallet Transaction:The wallet transaction that voided a debit, credit or reimburse wallet transaction

Click on Find to retrieve the results based on the search field you completed.

You may search within the results modifying the above fields and then click on Find
 

Advanced Search

Additional criteria can be found in the advanced search by clicking on the arrow next to the Find button. Those criteria include the following:

• Created By: The user that created the Wallet Transaction
• Created By Unit: The unit of the user that created the Wallet Transaction
• Updated By: The user that last updated the Wallet Transaction
• Updated by Unit: The unit of the user that last updated the Wallet Transaction
• Date Created: The date the Wallet Transaction was created
• Date Last Updated: The date the account was last Wallet Transaction

Click on Find to retrieve the results based on the search field you completed.

You may search within the results modifying the above fields and then click on Find
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Setting your own criteria

Not enough criteria for your business needs? That's not a problem. You can select your own criteria through a rich list of available criteria, designed to meet any industry's need. You will find those criteria in the Available Filters & Advanced Filters section of the Summary Page Settings, in four simple steps:

1. Click on the Preferences button in the Summary Page
2. Go to Filters or Advanced Filters section
3. Select the criteria that should be available on you summary page

Going through the search results

Taking a glimpse

After each search, you will come across with the most important Wallet Transactions information, which becomes available to you with just a quick look at the results.

Digging for more

Soon after taking a glimpse at the result, you will probably need to look for more information. Well, CRM.COM Software is designed for that! Use the multilevel drill down menus to check additional Wallet Transactionsinformation Transactions information such as:

You could further use the expand section at the end for even more information such as:

Making your search results more meaningful

Are the search results too basic for your business needs? It is up to you to make them more meaningful and up to CRM.COM to provide you the tools to do so. You can add more information to your test results through the summary page setting, through the Summary Page Settings, following three simple steps:

1. Click on the Preferences button in the Summary Page
2. Go to the Summary Fields sections
3. Select the fields that should be visible in your search results by adding from Available Columns to Summary

Viewing a Wallet Transactions

Having a first look