Transactions Dashboard Overview

Use the payment-outline.svg Transactions tab on your main dashboard to get an overview of all your most recent transactions in your account, view receipts, associated person records, and transaction memos.

Go to the payment-outline.svg Transactions tab on your main dashboard.

What user permissions do I need to access the Transactions dashboard?

  • Process adoptions & purchases
  • View, edit & create people records

Overview


The payment-outline.svg Transactions tab on your main dashboard will display every transaction that is processed in your Shelterluv account, sorted in descending order by the transaction date.

Click the transaction ID to view the receipt associated with the transaction. Click the person's name to navigate to their record

Transactions Dashboard Overview.png

Search


Use the search bar to quickly find the transaction you're looking for. You can search by:

  • Transaction ID
  • Person name
  • Item

Search in the Transaction Tab.gif

Sorting


By default, the payment-outline.svg Transactions dashboard will be sorted in descending order by transaction date. However, you can sort your dashboard in ascending or descending order by clicking the Date, Transaction ID, or Person columns.

Sort Transactions Dashboard.gif