Transactions

  1. This tab gives you a real-time overview of the client's fund movements and transaction history.

  2. This tab is only available if you have “Read Transactions” permissions. For more details, refer to: Role Management

  3. You will be able to view the totals for the following transaction types:

    1. Deposit

    2. Withdrawal

    3. Commission Payout

    4. Credit In

    5. Credit Out

    6. Bonus Payout (only visible if the Bonus function is installed via CRM Marketplace. For more details, refer to: CRM Marketplace)

  4. You can also amend the currency using the dropdown menu.

  5. Below, you will find the detailed transaction records.

  6. You can filter transaction data by selecting a specific timeframe.

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