Payments history

The payments history screen provides a list of all inbound and outbound payments received from and sent to an external counterparty/non-Orbital account or wallet. This view allows for easy navigation of payments made in the past, with search and filter functionality to quickly find specific payments. Internal transfers between a client's Orbital accounts, as well as currency conversions will not appear in the payments history, and can be viewed in the transactions list for a specific account via the Accounts option in the left side navigation panel.

Navigating to the payments history screen

The payments history screen is accessible via the Payments option in the left side navigation panel, and under the Payment History tab.

When on the payments history screen, payments are presented in a table format and are ordered by created date such that the most recent payments will always appear at the top of the list, even when filters and search terms are applied. The payments list is infinity scroll, and additional results if present are continuously and automatically loaded and displayed when the user scrolls towards the bottom of the visible list of payments.

The table contains a set of key payment details that allow for specific payments to be identified at a glance. The Orbital transaction reference can be copied in one click via the copy icon .

Users with a role that allows for payment creation will be able to initiate new payments from the payments history screen via the Make a payment button. User roles are defined in the User roles defined page.

Payment status defined

🟠 Processing / Pending -> The payment is being processed by Orbital, and the settlement times mentioned in the Payment settlement times page apply

🔵 Pending approval -> The payment is pending approval. This typically refers to payment approval on the client's side as per the configured payment approval rules. The designated payment approver/s will be required to take action to approve or reject the payment, as mentioned in the Approving/rejecting transaction page. If action by a designated payment approver is not required, this status will then indicate that the beneficiary of the payment is still under review by Orbital, as mentioned in the Beneficiary review

🟢 Completed -> The payment has completed processing and has either been successfully sent to the external beneficiary's account if outbound, or has been successfully applied to the client's Orbital account if inbound.

🔴 Cancelled -> The payment has been cancelled, and funds have been returned to the originating account.

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Payment filter and search

The filter and search functionalities on the payments history screen allow for the payments list to be constrained in order to display specific payments.

Search bar

The search bar is live, and filters the payments list with results of the search term entered without the user needing to press enter or click a specific search button. Users are able to search for transactions by counterparty name, Orbital transaction reference and payment currency.

Filters

The payments list can be filtered by all of the following payment properties:

• Date -> by selecting a date range, the payments list will only show payments that were processed within the selected date range
• Currency -> by selecting one or more payment currencies, the payments list will only show payments in the selected currencies
• Payment direction -> by selecting the direction of the payment (i.e received or sent), the payments list will only show payments matching the direction selected
• Payment status -> by selecting the required status, the payments list will only show payments matching the status selected. Payment statuses are defined above in the Payment status defined section

Payment details

Clicking on any payment from the payments list expands the payments details as shown below. Additional information for the specific payment is presented, and the information in each of the sections can be copied in one click for pasting elsewhere via the copy icon . It is also possible to download a PDF payment confirmation via the Download confirmation button in the top right of the screen.