Transaction history
Transactions history is available for both business and system users.
Business Users can view their transactions history, filter and search for specific transactions as well as download CSV files.
This functionality can be used for further extension of business processes and building new use cases – like providing reports and analytics for Users using the integration with some third-party service provider.
To get the list of all transactions use this API
Use this API to get the list of transactions with filtering and pagination.
In the filter you can provide the required transactions IDs, types, statuses, organisations, sender or recipient parameters, etc.
If this API is called by a business user, only transactions for the user’s organisations will be returned.
Check the API response example to get the fields returned about each transaction.
Download CSV
Users can download the transaction history file in a csv format.
Below is the sample of a csv file downloaded by the Individual.
CSV reports can be exported with applied filters provided for transaction history, for example for a chosen time period or transaction type.
View Spending by categories
This functionality allows users to have a summarized view of their transactions by certain categories, like internal transfer, currency exchange, withdrawals etc.
Each transaction in the system belongs to a certain business process. The category is the optional parameter for such business processes.
To allow tagging a certain transaction that has been executed by the User a category should be set for transaction_id. This is additional functionality that can be easily implemented using SDK.finance source code by extending the transaction profile.