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PayComplete™™ Help Center

User balance and recent transactions

Prerequisites:

  • Install Connect on-Device version 3.41.0 or later to use the Recent transactions feature.

  • The user's role requires these permissions:

    • VIEW_RECENT_TRANSACTIONS

    • VIEW_USER_BALANCE

  • This function only works in conjunction with Connect. It does not work in offline mode.

Use this function to view your balance and recent transactions when signed in to Connect on-Device.

service_view_balance_and_recent_transactions.png
RECENT TRANSACTIONS

RECENT TRANSACTIONS shows a detailed view of your latest transactions.

The view shows:

  • Machine name

  • Transaction sequence number

  • Transaction date per local machine time

  • Transaction type (including correction transactions)

  • Total transaction amount and currency

  • Balance when the transaction was completed

view_recent_transactions.png

By selecting one of the transactions in the RECENT TRANSACTIONS view, you get additional details about the selected transaction:

  • Machine user ID

  • User name

  • Work unit

  • Transaction number

  • Date/time

  • Custom data

  • Denomination details

  • Total amount

view_recent_transactions_details.png

You can filter the view by these transaction types:

  • Dispens

  • Deposit

  • Correction transaction

view_recent_transactions_filter.png

When you filter on 'Correction transactions', the details view shows the correction reason. A correction transaction only has a total balance. It has no denomination, so denominations are not shown.

view_recent_transactions_filter_correction.png
BALANCE

BALANCE shows your current balance per currency

view_user_balance.png
Showing recent transactions

View recent transactions to get an overview of your recent transactions.

Task. Show recent transactions
  1. Sign in to Connect on-Device.

  2. Select RECENT TRANSACTIONS.

  3. To filter on a transaction type, select Filter filter_icon.png and then select the transaction type you want to filter on.

  4. To view details for a transaction, select the transaction in the list and then select Details.

Showing balance

View balance to get information about your current balance per currency.

Task. Show balance
  1. Sign in to Connect on-Device.

  2. Select BALANCE.