# Transaction History

This menu contains the transactions history of your SendMe account. It accessible on **Disbursement -> Transaction History** at Merchant Page.

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#### Detail Header Transaction History Page

<table><thead><tr><th width="284">Field</th><th>Description</th></tr></thead><tbody><tr><td>Source Account</td><td>Source of Fund SendMe</td></tr><tr><td>Top Up</td><td>Click to see the payment method for top up. The details about top up can be seen <a href="top-up">here</a>. </td></tr><tr><td>Withdraw</td><td>Click to withdraw fund from SendMe balance. The details about withdrawal can be seen <a href="withdrawal">here</a>. </td></tr><tr><td>Account Balance</td><td>SendMe balance.</td></tr><tr><td>Total Transactions Amount</td><td>Total transactions amount.</td></tr><tr><td>Total Transactions</td><td>Total transaction.</td></tr></tbody></table>

#### Guide Transaction History Table

<table><thead><tr><th width="245">Field</th><th>Description</th></tr></thead><tbody><tr><td>Transaction ID</td><td>Transaction Id</td></tr><tr><td>Transaction No</td><td>Transaction number</td></tr><tr><td>Transaction Date</td><td>Transaction date</td></tr><tr><td>Value Date</td><td>Date when the transaction is sent to Faspay</td></tr><tr><td>Post Date</td><td> Date when the transaction is sent to Bank</td></tr><tr><td>Description</td><td>Transaction description</td></tr><tr><td>Benificiary Account</td><td>Beneficiary account number</td></tr><tr><td>Benificiary Name</td><td>Beneficiary account name</td></tr><tr><td>Benificiary Bank</td><td>Beneficiary bank</td></tr><tr><td>Debet</td><td>Nominal debet amount</td></tr><tr><td>Credit</td><td>Nominal credit amount</td></tr><tr><td>Balance</td><td>Nominal balance amount</td></tr><tr><td>Type</td><td>Transaction type</td></tr><tr><td>Status</td><td><p>Transaction status:</p><ul><li><strong>On Process:</strong> fund transfer is in process.</li><li><strong>Success:</strong> fund is successfully transferred to beneficiary account.</li><li><strong>Failed:</strong> fund is failed transferred to beneficiary account.</li><li><strong>Reverse:</strong> fund transfer is failed and fund has been refunded to your SendMe balance.</li></ul></td></tr><tr><td>Bank Message</td><td>Bank Message</td></tr></tbody></table>

## Filtering Transaction History

Advanced Filter enable you to show data in certain criteria based on these parameters:

* Transaction ID&#x20;
* Transaction No
* Description
* Beneficiary Account
* Beneficiary Name
* Beneficiary Bank
* Type
* Status
* Value Date

1. Click on the **Advanced Filter** dropdown button.

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2. Input the keyword as needed, as example will be show transaction with **Status: Success, Value Date: 2024-01-01 – 2024-01-06** (date format: YYYY-MM-DD), then click **Apply.**

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3. Show the data as the inputted criteria. You can also use the vertical and horizontal scrollbal to see in details the transaction history.

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## Show Details Transaction History

**Click** on the **transaction status** to see details of your transaction history data

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Show the details of your transaction data.

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2F5rIQZFQ2hGack9YEJh9C%2Fimage%2087.png?alt=media&#x26;token=b14f0175-4827-4430-9fd2-c9124e57e9c6" alt="" width="563"><figcaption></figcaption></figure>

## Export Transaction Receipt to PDF

On the details of your transaction data click **Save PDF.**

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Here's the transaction receipt in PDF format.

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{% hint style="info" %}
You can only export receipt to PDF for transfer transaction with status "Success".
{% endhint %}

## Send Transaction Receipt to Email

Send the transaction receipt to the specific email by these steps:

1. At Transaction History page, click **Send Receipt.**

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2. **Input** the **email address,** then click **Send Receipt**

{% hint style="danger" %}
**Multiple email addresses are supported. Separate each email address with a comma (,).**
{% endhint %}

* Input **email address** that **registered** at ***beneficiary account*****&#x20;**&#x20;

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* Input **new email address,** if there’s no email address registered at beneficiary account

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* Ensure the email address is correct, then click **Send Receipt.**

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2Fbbe9YDrQ3Cqa1SGgYo0u%2F7%20-%20Transaction%20History.png?alt=media&#x26;token=e2ea8d7f-0265-4af8-b1b0-158ab5930492" alt=""><figcaption></figcaption></figure>

* The system will display a **Success** notification, and the email will be sent successfully.

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The transaction receipt has been sent successfully to the specified email address.

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2FcqBGtBDUobeYOsqEBGOl%2F10%20-%20Transaction%20History.png?alt=media&#x26;token=421f4fa2-4d7b-482d-b62b-d64b33903194" alt=""><figcaption></figcaption></figure>

## Export Transaction History Data

You can export the data in Excel/CSV format by following these step:

1. Click **Export** then choose between Excel/CSV.

<figure><img src="https://3692871117-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MHl0oXefaAKjpRLPnGw%2Fuploads%2Fg74eU7eKh3AVFESIHJ6s%2Fimage.png?alt=media&#x26;token=b21c3937-64a1-4ad6-8a92-dee32380b9ec" alt="" width="375"><figcaption></figcaption></figure>

You can also export the data with certain criteria by [filtering the data](#filtering-transaction-history) first, click **Export icon,** then choose between Excel/CSV.

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2. Click **Yes** to confirm. You can check  the "without header and footer" if you don't wanna include it in the file that will be downloaded, and vice versa.

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The transaction data successfully downloaded.

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