Transactions & Payments
The Transactions and Payments section allows you to view transaction and payment records for the linked client. The tabs and features available to you depend on two factors — whether View Transactions permission has been granted to you, and whether the linked client has Client Reimbursements enabled.
Permission Required: If View Transactions has not been granted, transaction and payment areas will be hidden or access will be denied.
Transaction & Payments Access
What Is Available
The exact tabs displayed depend on the linked client's account configuration:
| Tab | When It Appears |
|---|---|
| Payments | Available when View Transactions permission is granted |
| Transactions | Available when the linked client is Self Managed and Client Reimbursements is enabled |
Payments
The Payments tab displays all transaction and payment records for the linked client.
Status Filters
Use the status filter tabs to view transactions by their current stage:
| Status | Meaning |
|---|---|
| Submitted | Transaction has been submitted and is awaiting review |
| Approved | Transaction has been reviewed and approved for payment |
| Rejected | Transaction has been rejected and may require correction |
| Paid | Transaction has been fully processed and payment has been made |
View Transaction
Click View Transaction on any record to open the full transaction details, including line items, current status, and the original uploaded document if available.
No Permission
If View Transactions has not been granted by the primary client, the transaction and payment areas will remain hidden or display an access denied message. Contact the primary client to request permission if access is required.