Transactions

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

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:

Option	Description
All Transactions	Shows all transactions regardless of status
Incomplete Transactions	Shows only transactions missing a tap-off event
Complete Transactions	Shows only transactions with both tap-on and tap-off

Date Range Filter

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

• All time (default) - shows the complete transaction history
• Last 7 days and other preset ranges
• 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:

Column	Description
Date	The date of the transaction (click to sort)
Tap on	The time when the passenger tapped on to begin their journey
Tap out	The time when the passenger tapped off to end their journey (may be empty for incomplete transactions)
Funding Source ID	The unique identifier for the payment method used
Tap On location	The station or stop where the journey began
Tap Off location	The station or stop where the journey ended (may be empty for incomplete transactions)
Route	The transit route number
Complete	Status indicator showing if the transaction is complete
Amount	The fare amount charged for the journey
Settled	Payment settlement status
Refund	Shows "No refund" if no refund has been issued, or the refund amount (e.g., "$7.00") if a refund was processed
Actions	Contains 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:

• Customer information - Name, email, and funding source ID. If a customer is linked, you can click to view their full profile. If no customer is linked, the transaction is from an unregistered user.
• Tap on/off details - Time, location, route, vehicle, and reader for each tap event
• Charges and refunds - Payment amounts with settlement status and any refunds issued

Customer Events Tab

A timeline showing all events from the customer on the day of the transaction, plus related events (like refunds) that may have occurred on subsequent days. This helps you understand the full context of the journey.

Adjacent Transactions Tab

Shows other transactions from the same customer around the same time period. This is helpful for understanding the customer's travel pattern and verifying refund requests.

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

When investigating a transaction, the Transaction Detail page provides most of the context you need:

1. Click View on the transaction to open the Transaction Detail page
2. Review the Customer Events tab to see all activity from that day
3. Check the Adjacent Transactions tab for nearby trips that may be relevant

If a customer is linked to the transaction, click the View Customer button to see their full profile and complete transaction history.

If no customer is linked, the transaction is from an unregistered user whose payment method is not associated with a customer record in the system.

Next Steps

• Issue a refund for a transaction
• Look up customers to view their complete transaction history
• View refund history to track processed refunds
• Learn about Transaction Statuses