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Transactions

The Transactions page allows you to view, filter, and analyze all transit transactions in the system.

Transactions List

Accessing Transactions​

Click Transactions in the left navigation menu to open the Transactions page.

Page Layout​

Filters​

At the top of the page, you'll find two filter controls:

Transaction Type Filter​

A dropdown menu that lets you filter transactions by completion status:

OptionDescription
All TransactionsShows all transactions regardless of status
Incomplete TransactionsShows only transactions missing a tap-off event
Complete TransactionsShows only transactions with both tap-on and tap-off

Date Range Filter​

Click the date picker to select the time period for viewing transactions:

  • Last 7 days (default)
  • Custom date ranges can be selected

Refresh Button​

Click the refresh icon on the right side to reload the transaction data with the current filters.

Transaction Table​

The main content area displays a table of transactions with the following columns:

ColumnDescription
DateThe date of the transaction (click to sort)
Tap onThe time when the passenger tapped on to begin their journey
Tap outThe time when the passenger tapped off to end their journey (may be empty for incomplete transactions)
Funding Source IDThe unique identifier for the payment method used
Tap On locationThe station or stop where the journey began
Tap Off locationThe station or stop where the journey ended (may be empty for incomplete transactions)
RouteThe transit route number
CompleteStatus indicator showing if the transaction is complete
AmountThe fare amount charged for the journey
SettledPayment settlement status
RefundShows "No refund" if no refund has been issued, or the refund amount (e.g., "$7.00") if a refund was processed
ActionsContains the View link to open the Transaction Detail page

Understanding Status Indicators​

Complete Status​

The Complete column shows one of two statuses:

  • Complete (green badge) - The transaction has both tap-on and tap-off events recorded
  • Incomplete (orange badge) - The transaction is missing a tap-off event

Settlement Status​

The Settled column shows the payment processing status:

  • Settled (blue badge) - The payment has been fully processed and settled
  • Charge Pending (gray badge) - The payment is still being processed

See Transaction Statuses for more details.

Working with Transactions​

Sorting Transactions​

Click on the Date column header to sort transactions:

  • Click once for descending order (newest first)
  • Click again for ascending order (oldest first)

Filtering by Completion Status​

To find transactions that may need attention:

  1. Click the transaction type dropdown
  2. Select Incomplete Transactions
  3. Review the list of transactions missing tap-off events

These incomplete transactions may represent:

  • Passengers who forgot to tap off
  • System errors
  • Potential overcharges requiring refunds

Filtering by Date Range​

To view transactions for a specific period:

  1. Click the date range picker
  2. Select the desired time period
  3. The table will update to show only transactions within that range

Common Tasks​

Finding Overcharges​

Incomplete transactions often result in maximum fare charges. To identify potential overcharges:

  1. Filter by Incomplete Transactions
  2. Review transactions with high amounts
  3. Check if the tap-on location suggests a shorter expected journey

Viewing Transaction Details​

To see full details about a transaction:

  1. Scroll right in the table to find the Actions column
  2. Click View next to the transaction
  3. The Transaction Detail page shows:

Transaction Detail

  • Customer information
  • Tap on/off details (time, location, route, vehicle, reader)
  • Charges and refunds with settlement status
  • Timeline of customer events

Issuing a Refund​

To issue a refund for a transaction:

  1. Click View on the transaction
  2. On the Transaction Detail page, click Issue Refund in the Charges and Refunds card
  3. Complete the refund form and confirm

For detailed instructions, see Issuing Refunds.

Investigating a Specific Transaction​

If you need to investigate a particular transaction:

  1. Note the Funding Source ID from the transaction
  2. Navigate to Customers to find the associated customer
  3. View the customer's full transaction history for context

Next Steps​