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Viewing Transactions
To view the most recent transactions submitted, select Recent Transactions from the Configuration area in the Portal.
To view the transactions for a selected Card Number, select View Transactions from the Cards List.
Transaction Types
Transactions are captured each time an action is performed against a Card Number. The following transaction types are captured:
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Transaction Type
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Description
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Activate
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Captured when a card number is activated.
A reporting code of type GiftCardAdjustment can be optionally supplied when the card number is activated.
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Add Amount
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Captured when an Add Amount balance adjustment is applied.
A reporting code of type GiftCardAdjustment can be supplied with the adjustment. The reporting code will be mandatory depending on the Require reporting code for balance adjustments setting.
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Allocate
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Captured when a card number is allocated.
A reporting code of type GiftCardAdjustment can be optionally supplied when the card number is allocated.
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Redeem Amount
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Captured when an amount is redeemed against an account balance.
A reporting code of type GiftCardRedemption can be supplied with the redemption. The reporting code will be mandatory depending on the Require reporting code for redemptions setting.
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Subtract Amount
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Captured when a Subtract Amount balance adjustment is applied.
A reporting code of type GiftCardAdjustment can be supplied with the adjustment. The reporting code will be mandatory depending on the Require reporting code for balance adjustments setting.
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Withdraw
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Captured when a card number is withdrawn.
The card number remaining balance will be unavailable for redemption.
A reporting code of type GiftCardWithdrawal can be supplied with the adjustment. The reporting code will be mandatory depending on the Require reporting code for withdrawals setting.
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View Settings for more information on how to configure whether Reporting Codes are mandatory for transactions.
For each transaction, the following fields are available:
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Field
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Editable?
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Description
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Date/Time
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The date and time when the transaction was captured.
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Card Number
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The card number to which the transaction was applied.
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Transaction Type
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The type of transaction, as described above.
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Amount
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Where applicable, the amount actioned by the transaction.
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New Balance
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The new balance of the card number after the transaction has been applied.
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Currency Code
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The currency code of the transaction. The currency code against the transaction will always match the currency code of the card number.
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Source
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The source of the transaction. One of the following values:
Portal - Indicates the transaction originated from a user of the Promo Portal.
Services - Indicates the transaction originated from the Promo API services.
Import - Indicates the transaction originated from a Card Numbers import.
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Transaction Reference
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A reference supplied with the transaction.
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Reporting Code
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A reporting code supplied with the transaction.
The reporting code will be mandatory dependant on associated Settings.
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User
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The user who actioned the transaction.
For transactions with a Source of Portal, the user will be the name of the Portal user.
For transactions with a Source of Services, the user will be the RemoteUserName supplied with the transaction.
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Comments
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Where applicable, additional comments to help other users of the system understand the context of the transaction.
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Exporting Transactions
Transactions for a selected day can be exported using the Promo API services, using API 38100.
Transactions for a selected card number can be exported using the Promo API services, using API 80900.
Alternatively, where the Qixol Promo Backups Module is enabled for a company, the transactions for a day can be exported from the Promo Portal by navigating to the Recent Transactions list and selected Backup Transactions for Day.
For more information on the Qixol Promo Backups Module , please get in touch and we'll be happy to help.
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