How to use the new Transactions Overview

 

We are proud to present our all-new Transaction overview page. This is part of our continued improvements  to provide you with a great Xfers experience. The main drivers for this overhaul of the Transactions overview page were based on users’ feedback. With the revamp, we believe that you will have a more productive and efficient experience in keeping track of your transactions.

Are you a Merchant user? Please click here for the changes especially for our Merchant users.

Improvements for Personal Account users

1. Navigate your transactions more easily

To prevent confusion of the numerous transactions, we have cut down on the number of statuses shown to you. Manage your transactions more easily with the new overview.

In addition, we have added informative tooltips to the Status Column so you can remember what it means for you. Simply hover over the transaction status displayed and you can find out what it means.

2. Improved presentation of your transaction details

Click anywhere on the entire transaction row, and a summary of the transaction will appear. To view more details about the transaction, such as purchase information, select Show More Details.

3. User friendly filters

The filters on your transactions page have been vastly enhanced. We have reorganised the filter function into three categories:

  • Transaction Status
  • Transaction Type
  • Wallet Type (new!)

In addition to the reorganisation, you can now make multiple selections for filters, allowing you to sort your transactions according to your needs.

4. Search by date range and export easily

Your transactions overview will now load faster than before with the option to select a specific time period using our date range picker.

The Download as CSV and Print options have also been moved to the transactions overview page. Now, you can pick a date range AND download a CSV of your statement, without having to leave the overview page.

5. Find your transactions by email or contact number

Last but not least, we have updated our search function on the transactions page. We have now upgraded it such that you can perform multiple searches, including email searches. You can now easily find transactions by specific email addresses, contact number and description.

 

More changes to come..

We have designed the new transactions overview page such that the combination of filters, date range picking, and search functionality will noticeably improve usability and efficiency in managing your transactions.

The Xfers team will continue to work hard at improving your user experience. In the next few months, expect more improvements to your dashboard. Stay tuned for more updates!

Improvements for Merchant Account users

1. Find your relevant information

Click anywhere on the entire transaction row, and a summary of the transaction will appear. To view more details about the transaction, such as purchase information, select Show More Details. Also, issue your refunds with one click from the Transaction Overview.

2. New and Improved filters

The filters on your transactions page have been vastly enhanced. We have reorganised the filter function into three categories:

  • Transaction Status
  • Transaction Type
  • Wallet Type (new!)

In addition to the reorganisation, you can now make multiple selections for filters, allowing you to sort your transactions according to your needs.

3. Search by date range and export easily

Your transactions overview will now load faster than before with the option to select a specific time period using our date range picker.

The Download as CSV and Print options have also been moved to the transactions overview page. Now, you can pick a date range AND download a CSV of your statement, without having to leave the overview page.

Last but not least, we have updated our search function on the transactions page. We have now upgraded it such that you can perform multiple searches, including email searches. You can now easily find transactions by specific email addresses, contact number and description.

 

More changes to come..

We have designed the new transactions overview page such that the combination of filters, date range picking, and search functionality will noticeably improve usability and efficiency in managing your transactions.

The Xfers team will continue to work hard at improving your user experience. In the next few months, expect more improvements to your dashboard. Stay tuned for more updates!