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Viewing and Exporting Transaction History in 4Geeks Payments

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Maintaining accurate financial records is essential for the health of any business. Whether you are reconciling accounts at the end of the month or investigating a specific customer charge, having immediate access to your transaction data is critical. 4Geeks Payments provides a robust, real-time dashboard that allows you to view, filter, and export your entire transaction history with ease.

This guide will walk you through accessing your transaction logs, applying filters to find specific data points, and exporting detailed reports for your accounting and compliance needs.

Prerequisites

To access and export transaction history, ensure you meet the following requirements:

  • Active Account: You must have an active admin account on the 4Geeks Console.
  • Permissions: Your user role must include “Admin” or “Finance Manager” privileges to view sensitive financial data.
  • Active Service: The 4Geeks Payments module must be enabled and actively processing or storing historical transaction data.

Step-by-Step Instructions

Follow these steps to navigate the dashboard and extract the financial data you need.

Step 1: Access the Payments Dashboard

  1. Log in to your 4Geeks Console.
  2. From the main navigation menu on the left, select Payments.
  3. Click on the Transactions tab. This view provides a high-level overview of all recent activity, including successful charges, refunds, and failed attempts.

Step 2: Filter Your Data

To find specific transactions or prepare a report for a specific period, utilize the filtering tools located at the top of the transaction list.

  1. Date Range: Click the date picker to define a specific time frame (e.g., “Last 30 Days,” “This Quarter,” or a custom range).
  2. Status: Filter by transaction status such as Succeeded, Pending, Failed, or Refunded to narrow down your results.
  3. Payment Method: You can verify performance by filtering for specific methods like Credit Card, Bank Transfer, or Digital Wallet.
  4. Search: Use the search bar to locate a specific transaction by Customer Name, Email, or Transaction ID.

Step 3: View Transaction Details

For a deeper dive into a specific event:

  1. Click on any row in the transaction list.
  2. A details panel will open, displaying granular information such as:
    • Transaction ID: The unique identifier for the event.
    • Customer Details: Linked profile from your 4Geeks Console.
    • Fees: A breakdown of processing fees and net payout amount.
    • Timeline: A chronological log of the transaction’s lifecycle (e.g., Created -> Processing -> Succeeded).

Step 4: Export Data

Once you have filtered the list to show the relevant data, you can export it for external use.

  1. Click the Export button located at the top right of the transactions table.
  2. Select your desired file format:
    • CSV (Comma-Separated Values): Best for importing into accounting software like QuickBooks or Xero, or for analysis in Excel/Google Sheets.
    • PDF: Best for sharing official records with stakeholders or for audit documentation.
  3. Choose the Columns you wish to include if you only need specific data points (e.g., Date, Amount, and Status).
  4. Click Download. The file will generate and download to your device automatically.

Tip: For large datasets (over 10,000 rows), the system may send a secure download link to your email address to ensure platform performance.

Common Use Cases

Scenario 1: Monthly Accounting Reconciliation

Situation: Your finance team needs to verify that the deposits in your bank account match your sales records for the month of November. Action: In 4Geeks Payments, filter transactions by “Date: Nov 1 - Nov 30” and “Status: Succeeded.” Export the data as a CSV. Result: Your accountant can easily pivot the CSV data to sum the “Net Amount” column and match it against the bank statement, identifying any discrepancies immediately.

Scenario 2: Handling a Customer Dispute

Situation: A customer claims they were charged twice for a subscription renewal. Action: Search the Transactions list using the customer’s email address. Result: You instantly see the transaction history. If a duplicate charge occurred, you can click on it and issue a refund directly from the details panel. If only one charge exists, you can export the PDF receipt as proof of a single transaction.

Troubleshooting

Issue 1: The “Export” button is grayed out

  • Cause: You may not have the necessary permissions to export sensitive financial data.
  • Solution: Contact your organization’s owner to request “Finance Manager” access in the 4Geeks Console.

Issue 2: The exported CSV is empty

  • Cause: The filters applied may be too restrictive (e.g., selecting a date range where no sales occurred).
  • Solution: Clear all filters to verify data exists, then re-apply broader filters before exporting again.

Issue 3: I cannot find a specific recent transaction

  • Cause: There may be a slight delay (up to 5 minutes) for real-time transactions to appear in the historical reporting view during peak traffic.
  • Solution: Wait a few minutes and refresh the page. If the issue persists, check the status of the 4Geeks Payments service on our status page.

FAQs

Q: Can I automate the monthly export? A: While the dashboard allows manual exports, you can use the 4Geeks Payments API or 4Geeks AI Agents to automate report generation and delivery to your finance team.

Q: Does the export include customer billing details? A: The export includes customer names and emails but does not include full sensitive payment details (like full credit card numbers) to maintain PCI compliance.

Q: Can I see transactions from other products? A: Yes, 4Geeks Payments acts as the central hub. Transactions generated via 4Geeks Health billing or 4Geeks Perks purchases will all appear in this unified transaction list.

Conclusion

The transaction history feature in 4Geeks Payments offers transparency and control over your revenue data. By mastering filters and exports, you can streamline your accounting processes and resolve customer inquiries faster.

For more advanced financial operations, consider exploring 4Geeks Payroll to manage your outgoing workforce payments alongside your incoming revenue.

Next Step: Log in to the 4Geeks Console and try exporting your last month’s transaction report to familiarize yourself with the data format.