Transactions
The Signicat Transactions service provides you with information about all transactions for a selected account.
To manage transactions in the Signicat Dashboard, go to Signicat Dashboard > Billing and Analytics > Transactions.
The overview of transactions shown in the Transactions service is for informational use only. This means that there may be slight differences when compared to the invoiced amount of transactions, as can be seen in the Invoices service.
How does the transactions service work?
Get started
You can view transactions for your account in the Signicat Dashboard. To do this:
- Log in to the Signicat Dashboard.
- In the top navigation bar, use the dropdown menu next to your organisation name to select the account that you want to view transactions for.
- Navigate to the Transactions service.
Where can I find the Transactions service?
From the Signicat Dashboard, you can access the Transactions service in two ways:
- Under the Management heading, click Transactions.
- In the left-side menu, expand the Billing & Analytics dropdown menu, then click Transactions.
Changing accounts
Only transactions for the account you currently have selected in the Signicat Dashboard are shown. To view transactions for another account, you need to:
- Navigate to the top navigation bar in the Signicat Dashboard.
- Expand the dropdown menu next to your organisation name.
- Select the account that you want to view transactions for.
Setting the time period
The Transactions service shows an overview of transaction data for the selected time period.
- The content in the transactions overview is updated daily.
- Transactions will be available in the transactions overview the day after they occur.
To specify the time period that you want to view transactions for:
- Click the Select a period to view transaction field.
- Use the calendar interface to select a start and finish date for the time period.
Tip
You can also use the options shown under the Quick select section to set the time period with a configured amount, such as the last three months.
- To confirm your selection, click the Select button.
Grouping transactions
You can group the list of transactions using one of the available groupings, which are displayed as tabs above the table of transactions:
- Daily
- Monthly
- Quarterly
- Yearly
What does a transaction look like?
Each transaction is listed with the following data fields:
Transaction states
To learn about what the different transaction states mean, see the table below:
Support
If you have any questions about your invoices or require assistance, you can contact us by creating a support ticket in the Signicat Dashboard.