Transactions

Overview

The Transactions page is the full history of activity in the workspace — every Send, Receive, and Conversion. Use it to look up a transaction, check status, or share a Transaction ID with support. Reach the page from Sidebar → Transactions.

Available actions

View Payments on the Payments tab — every Send and Receive, with direction indicated by a + or - on the amount.
View Conversions on the Conversions tab — every Buy or Sell between currencies.
Filter the list:
- On the Payments tab: All, Sent, Received
- On the Conversions tab: All, Buy, Sell
Open a transaction's details by clicking any row. The detail panel shows the full breakdown, including fees, payment rail, and Transaction ID.
Copy the Transaction ID from the detail panel for support requests.

Row columns

Column	Contents
Type	Send, Receive, or Conversion
Contact	The other party. Self appears for Conversions and self-deposits
Amount	The amount with `+` (incoming) or `-` (outgoing)
Date & Time	When the transaction was created. Hover for the full timestamp
Status	The transaction's current state — see below

Transaction statuses

Status	Meaning
Pending	The transaction is in flight
Settling	Money is moving through the payment network
Completed	Funds have arrived
Failed	The transaction did not go through
Cancelled	The transaction was cancelled before being sent
On Hold	The transaction is held for review
Under Review	The team is reviewing the transaction. Contact your administrator if it stays in this status for an extended period

Prerequisites

An active sign-in session
At least one transaction in the workspace. An empty list displays "No payment transactions found." or "No conversions found."

Notes

The list requires a manual refresh. New transactions appear after a refresh. Refresh again 10–15 seconds later if the transaction does not appear. Status changes (for example, Pending to Completed) also load only on refresh.
Each transaction occupies a single row. Send and Receive entries appear on the Payments tab. Conversions appear on the Conversions tab.
Include the Transaction ID in support requests. Copy it from the detail panel.
The Recent Transactions panel on Home displays the same data in summary form. It also does not auto-refresh.

Related resources

Home Page — the Recent Transactions panel
Payments — what creates Send and Receive rows
Accounts and Conversions — what creates Conversion rows
B2B App FAQ — common transaction questions