How to view transactions

How to view transactions

You can view all money going in and out of your account by checking the Transactions tab. It has details of shipment charges acquired.

Steps to View Transactions on Desktop

  1. On the left sidebar click on Transactions under Financials.

      2. You can Filter the view by Shipment ID, Type, Amount, Action By, Reason, Extra Information, Reference, SKU, or Date. If you need the whole report, the file can be exported.

Steps to View Transactions on Deftship App                  
 1. Tap on Finance.

2. There are 3 Categories of Financial Reports to see.

Transactions - Your account Transactions
Referee Transactions - Transactions of Referees under your team
Deposits - You can see your account deposits

Modify the Transactions Columns

We understand that too much information may be confusing sometimes, to make it more efficient and understandable to interpret your transactions. You can now modify the columns and select the information relevant to your needs.
1. Go to Transactions

2. Click on Columns

3. Select/Unselect column fields 

    • Related Articles

    • How to view referee's transactions

      Steps to View Referee Transactions on Desktop 1. On the left sidebar, click on Referee Transactions 2. You can also filter the result by the following: Type, Amount, Organisation, Organisation Alias, Action By, Reason, Extra Information, or Date. ...
    • How to view Referee's Orders

      Steps to View Referee's Orders on Desktop On the left sidebar, click on Referee Shipments 2. You can also filter the result by the following: Shipment ID, Organisation, Reference, SKU, Status, Carrier, Tracking number, or Date. Click on the filter ...
    • Introduction to each page of the Deftship system

      Here is a preview of all tabs available in Deftship v2. 1. Orders Tab A. New Shipment How to create a new shipment order Shipment to Canada How to Purchase Insurance (3rd Party) How to add signature confirmation on my Label B. New Freight How to ...
    • How to configure and view Notifications

      Configuring Notifications You can configure notifications based on your preference. Under Organisation, click on Team. 2. Select the name of the owner or user you would like the notifications to be configured. An owner has an option to configure the ...
    • How to export transaction history

      When you need to check the transaction records of recent orders, you can download the detailed billing records in the Deftship system for viewing. If you are not clear about the deductions in your bill, please refer to the following: You can review ...