Finance

# View transactions

See money movements such as invoice payments recorded by Transportial or synced from your accounting package.

Updated 4 October 2026

**Who can do this:** The Financial platform feature, the invoice or quote permission, and the Custom dashboards feature for the widget.

A transaction is a money movement that Transportial recorded: a payment received on an invoice (recorded by hand or synced from an accounting integration), a credit charge or a payout. Transactions are created by those flows; you do not enter them yourself. Each transaction belongs to an administration.

## Add the transactions list to a dashboard

Transactions are shown in the **Transactions** widget, which you can place on your own dashboard.

1. Open the side menu (☰) and choose **My dashboards**.
2. Open the dashboard you want to change.
3. Click **Add widget** and choose **Transactions** under **Financial**.
4. Resize and place the widget, then save the dashboard.

See [Custom dashboards](/en/help/custom-dashboards) for the details of editing dashboards.

## Read the list

* Each row shows the amount with its currency sign and the date and time.
* Incoming money and outgoing money are marked differently (plus or minus), so you can scan the list quickly.
* Scroll down to load older transactions.

## Open a transaction

1. Find the transaction in the widget. The newest are at the top.
2. Click the transaction.
3. Read the **Transaction** panel: the status, the transaction number, the amount and the date.
4. Close the panel to return to the list.

If you see **No transactions found**, no payments have been recorded yet. Payments from accounting packages appear after the integration has synced. See [Integrations](/en/help/integrations).

To check whether a single invoice is paid, open the invoice: its status shows **Paid** once the payment is recorded. Use the transactions list for the overall picture, for example to see which payments came in this week.

## Where transactions come from

* Payments synced from a connected accounting package, such as a payment registered in your bookkeeping for an invoice.
* Payments recorded on an invoice in Transportial.
* Credit charges and payouts.

## Related articles

* [Create, send and follow up invoices](/en/help/invoices)
* [Build your own dashboard](/en/help/custom-dashboards)
* [Set up administrations](/en/help/administrations)
* [Connect other systems with integrations](/en/help/integrations)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en/contact)[Report an issue](/en/report-issue)

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Canonical page: https://transportial.com/en/help/transactions