How to Track your Pending & Settled Transactions

You can view both pending and settled transactions for your Corporate, eCommerce, and Receivables accounts directly in the Client Portal. This helps you track financial activity in real time and understand the status of every payment.

Step 1: Access Your Account Overview

1. In the left-hand menu, click Accounts.
2. For the specific account you want to review, click the three-dot menu (ellipsis).
3. Select Account overview. This will take you to a dedicated page for that account.

Step 2: Review Pending and Settled Transactions

On the Account Overview page, you'll find separate tabs for your transaction history.

• Pending Transactions: Pending transactions are payments that have been created but are not yet completed. They may be awaiting approval, processing, or final settlement.

  

• Settled Transactions: Settled transactions are payments that have been finalized and posted to your account balance.

Step 3: Examine Full Transaction Details

To see the complete breakdown of any transaction:

1. Click anywhere on a transaction row.
2. This will open a panel showing:
   • Transaction details: Includes Type, sent date, value date, reference, and remittance information.
   • Payer details: Shows the Account number, name, and address of the payer.
   • Beneficiary details: Shows the Account number, name, and address of the beneficiary.
   • Payment details: Includes the Amount instructed, amount received, and fees applied.
3. To save a copy of these details, click Download PDF at the bottom of the panel.

Step 4: Filter Your Transactions (Optional)

You can filter through your pending or settled transactions to see only the ones you need.

1. Click More Filters (or a similar button, typically in the top right of the transaction list).
2. Apply criteria such as:
   • Date range: Specify a start and end date.
   • Transaction direction: Choose incoming or outgoing.
   • Status: Filter by a specific status (e.g., Pending Approval, Confirmed).
3. Click Apply to show the results or Clear all to reset the list.

These views allow you to actively monitor pending activity and maintain a full record of all settled transactions across your accounts.