All Transactions

All Transactions provides a complete view of all billing transactions in your account. View partial invoices, service charges, cost details, and transaction history. Filter transactions by date, service type, or other criteria, and export data for accounting and analysis.

Why Use All Transactions?

Complete Transaction History

View all billing transactions in one place. Track every service charge, cost, and billing event for complete financial transparency.

Transaction Management

Edit or delete transactions before they’re finalized in invoices. Make corrections to billing entries before statements are generated.

Detailed Filtering

Filter transactions by date range, service type, company, statement name, and more. Find specific transactions quickly with powerful search options.

Data Export

Export transaction data to CSV or Excel for accounting and analysis. Use exported data for financial reporting and reconciliation.

How to Access All Transactions

Navigate to Account Overview

Go to My Account → Account Overview or access Front_tittle.php directly.
Click All Transactions Link

Click the All Transactions link in the Account Overview page to view all transactions.
View All Transactions

The All Transactions page displays all billing transactions for your account with filtering and export options.

Understanding All Transactions

All Transactions shows individual billing transactions from the partial_invoice table. These are individual charges that are later grouped into statements and invoices.

Transaction Types

Partial Invoices

Individual billing transactions for services rendered
Each transaction represents a specific service charge or cost
Transactions are grouped into statements and invoices later

Service Charges

Charges for various services (shipping, handling, storage, etc.)
Each service type has its own transaction entry
Service types are displayed by name, not just ID

Current vs. Finalized

Current: Transactions with ID_Invoice = 0 (not yet in an invoice)
Finalized: Transactions with ID_Invoice > 0 (already in an invoice)
Only Current transactions can be edited or deleted

Data Columns

The All Transactions table displays the following columns:

Company Name

The company name associated with the transaction
Only visible for users with level > 1 (multi-account users)
Hidden for account owners (level 1)

Statement Name

The statement name or invoice name for the transaction
Examples: “Current”, statement period names
Filterable by text search

Date

The registration date of the transaction
When the transaction was recorded
Filterable with date range picker

Total Items

The total number of items in the transaction
Count of items charged

Total Sku

The total number of unique SKUs in the transaction
Count of different products

Total Qty

The total quantity of items in the transaction
Sum of all quantities charged

Service Type

The type of service being charged
Examples: Shipping, Handling, Storage, etc.
Filterable with dropdown selection
Shows service name, not just ID

ID Reg (*)

The registration ID or reference ID
Links to the source record (order, adjustment, etc.)
Filterable by text search

Description (*)

Detailed description of the transaction
Explains what the charge is for
Filterable by text search

Cost Value $ (*)

The cost value of the transaction
Displayed with 2 decimal places for readability
Calculated with 8 decimal places for accuracy
Total shown in footer with info tooltip
Negative values indicate credits or adjustments

Statement Number

The statement or invoice number
Shows which statement/invoice the transaction belongs to
“0” means transaction is not yet in a statement
Filterable by text search

Cycle ID

The billing cycle ID
Links to pricing cycle information

Hub

The warehouse hub associated with the transaction
Shows which warehouse location processed the transaction
Filterable by text search

Actions

Edit and Delete buttons for current transactions
Only visible for transactions with ID_Invoice = 0
Hidden for finalized transactions (already in invoices)
Hidden for account owners (level 1)

Using All Transactions

Filtering Transactions

Year Filter

Dropdown menu in the table controls
Options:
- Last month: Shows transactions from the last month
- Last 3 months: Shows transactions from the last 3 months
- Transactions [Year]: Shows transactions for a specific year
Warning icon appears for past years
Filter persists in your session

Column Filters

Company Name Filter (Level > 1 only)

Text filter below Company Name column
Type to search by company name
1-second delay before filtering

Statement Name Filter

Text filter below Statement Name column
Type to search by statement/invoice name
1-second delay before filtering

Date Filter

Date range picker below Date column
Select start and end dates
Filter by transaction registration date

Service Type Filter

Dropdown filter below Service Type column
Select from available service types
Shows all service types used in transactions

Description Filter

Text filter below Description column
Type to search transaction descriptions
1-second delay before filtering

Statement Number Filter

Text filter below Statement Number column
Type to search by statement/invoice number
1-second delay before filtering

Hub Filter

Text filter below Hub column
Type to search by warehouse hub
1-second delay before filtering

Global Search

Search box in the top-right of the table
Searches across all columns
1-second delay before filtering

Viewing Options

Records Per Page

Select how many records to display per page
Options: 10, 20, 50, 100, 200, 500, 1000, 1500, 2000, 2500, 5000
Default: 10 records per page

Sorting

Click any column header to sort
Default sort: Date (descending - most recent first)
Click again to reverse sort order

Table Display

Table uses server-side processing for fast loading
Fixed header stays visible while scrolling
Horizontal scroll available for wide tables
Loading indicator shows while data is being fetched

Cost Value Total

Shows sum of Cost Value for current page
Displays with 2 decimal places
Info icon explains decimal precision:
- Display: 2 decimal places (for readability)
- Calculation: 8 decimal places (for accuracy)
- Difference doesn’t affect total amount

Statement Number Count

Shows count of transactions on current page
Helps verify pagination

Managing Transactions

Editing Transactions

When Can You Edit?

Only transactions with ID_Invoice = 0 (not yet in an invoice)
Transactions marked as “Current”
Finalized transactions cannot be edited

How to Edit

Find the transaction you want to edit
Click the Edit link in the Actions column
Edit window opens in popup (400x400 pixels)
Make changes and save
Table refreshes automatically

Edit Limitations

Can only edit current transactions
Cannot edit transactions already in invoices
Some fields may be restricted based on transaction type

Deleting Transactions

When Can You Delete?

Only transactions with ID_Invoice = 0 (not yet in an invoice)
Transactions marked as “Current”
Finalized transactions cannot be deleted

How to Delete

Find the transaction you want to delete
Click the Delete link in the Actions column
Confirm deletion in popup dialog
Warning: “IMPORTANT: Note that the original data will be lost forever”
Click Yes to confirm or No to cancel
Transaction is marked as deleted (CostValue set to 0)
Table refreshes automatically

Delete Process

Transaction is not physically deleted
CostValue is set to 0
Description is updated with deletion info
Transaction remains in database for audit trail

Exporting Transaction Data

Export Options

CSV Export

Click CSV button to export current filtered view
Exports only visible/filtered data
Includes all columns except Actions
Filename: all_transactions_YYYY_MM_DD_HH_mm_ss.csv

Excel Export

Click EXCEL button to export current filtered view
Exports only visible/filtered data
Includes all columns except Actions
Filename: all_transactions_YYYY_MM_DD_HH_mm_ss.xlsx

Export Limitations

Maximum Records

Maximum export: 5,000 records
Alert appears if filtered results exceed limit
Message: “Your query has [count] record. Maximum number of downloadable records is 1,000. Please modify filters and try exporting data again.”
Apply filters to reduce results before exporting

Export Columns

Account owners (level 1): Excludes Company Name and Actions
Other users: Excludes only Actions column
Cost Value includes full precision in export (8 decimals)

Export Best Practices

Filter first: Apply filters to export only relevant data
Check record count: Verify filtered results are under 5,000 records
Use year filter: Filter by year to reduce data volume
Date ranges: Use date filters for period-specific exports

Statement by Seller

Available For

Users with level > 1 (multi-account users)
Not available for account owners (level 1)

Access

Click Statement by Seller button at top of page
Links to InvoicesAlist.php?cmd=reset
Shows statements grouped by seller/company

Best Practices

Regular Review

Review transactions regularly to catch billing errors early. Check transactions before they’re finalized in invoices.

Filter by Date

Use year filter or date range to focus on specific periods. Reduces data volume and improves performance.

Verify Totals

Check footer totals to verify transaction sums. Use export for detailed analysis and reconciliation.

Edit Before Finalizing

Make corrections before transactions are finalized in invoices. Once in an invoice, transactions cannot be edited.

Understanding Transaction Data

Partial Invoices

What Are Partial Invoices?

Individual billing transactions recorded in the system
Each transaction represents a specific service charge
Transactions are grouped into statements and invoices later
Stored in partial_invoice table

Transaction States

Current: ID_Invoice = 0, InvoiceName = 'Current' - Can be edited/deleted
Finalized: ID_Invoice > 0 - Already in an invoice, cannot be edited

Cost Value Precision

Display vs. Calculation

Display: 2 decimal places (for readability)
Calculation: 8 decimal places (for accuracy)
Footer total uses 8 decimal precision
Export includes full 8 decimal precision

Why the Difference?

Easier to read with 2 decimals
More accurate calculations with 8 decimals
Total amount is not affected by display precision

Service Types

Common Service Types

Shipping charges
Handling fees
Storage costs
Adjustment charges
Other service fees

Service Type Display

Shows service name, not just ID
Filterable by dropdown selection
Service types loaded dynamically from database

Troubleshooting

No Transactions Displayed

Problem: All Transactions table is empty

Solution:
1. Check year filter - may be filtering out all data
2. Try “Last month” or “Last 3 months” filter
3. Clear all filters to see all available data
4. Verify you have transactions in the system

Can’t Edit or Delete

Problem: Edit/Delete buttons don’t appear

Solution:
1. Transactions may already be finalized in an invoice
2. Only transactions with ID_Invoice = 0 can be edited/deleted
3. Account owners (level 1) don’t see Actions column
4. Check if transaction has Statement Number > 0

Export Fails or Limited

Problem: Export shows error or limited records

Solution:
1. Check if filtered results exceed 5,000 records
2. Apply more filters to reduce data volume
3. Use year filter to limit time period
4. Export in smaller batches if needed

Performance Issues

Problem: Page loads slowly or times out

Solution:
1. Apply filters to reduce data volume
2. Use year filter to limit time period
3. Reduce records per page setting
4. Clear filters and use date range instead
5. Contact support if issues persist

Incorrect Totals

Problem: Footer totals seem incorrect

Solution:
1. Totals are for current page only, not all data
2. Check if filters are applied
3. Verify Cost Value precision (2 decimals display, 8 decimals calculation)
4. Export data to verify totals across all records

Next Steps:

Statements & Invoices - View finalized statements and invoices
Account Overview - Access all account management features
Payment History - View payment transactions