Contents x
    About the Transactions Screen
    • 18 Nov 2024
    • 1 Minute to read
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Contents

    About the Transactions Screen

    • Updated on 18 Nov 2024
    • 1 Minute to read
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Article summary

    This article applies to the Transactions screen in Permits, Planning, and Business Licensing.


    After a payment has been made or entered in a permit, planning application or business license, you will see the Transactions screen in the left navigation. If you don't see Transactions right away, just refresh your screen.
    About the Transactions Screen.png

    1. Expand/Collapse Transaction Details
    2. Edit Transaction: Including payer name, transaction method, reference number, payment date, comments. Most users can edit payment details within the current month. Transactions made in the prior month cannot be edited. If you run into any issues with this, please reach out to Support.
    3. Download Receipt
    4. Email Receipt
    5. Void Transaction/Payment: If you need to void a transaction, please fill out this quick form.
    6. Add/Remove Columns, Filter/Sort
    7. Export to a CSV file


    Customize the Transactions Grid

    Add or Remove Additional Columns

    You can show optional columns in the Transactions grid:

    • Created by
    • Receipt #
    • Notes


    To add or remove columns:

    • Click the menu icon (three dots) in a column header
    • Select Columns
    • Check or uncheck columns you want to show
    • Click Apply
      Transactions Grid, Add Columns.gif


    View Transaction Comments/Notes

    After you add the optional Notes column, you can see transaction comments/notes in the Transactions grid like this:
    Transactions, Optional Notes and Comments Column.png

    What's Next