# Viewing Transactions

### Overview

The Control Super platform provides a comprehensive summary of all cash movements through the Banking tab. This guide will walk you through how to monitor your balances, review your transaction history, apply filters, and inspect individual transaction details.

### Steps

#### Step 1: Navigate to the Banking Tab

From your main dashboard, look at the left-hand sidebar menu under the **Operations** section and click on the **Banking** tab. This will open the main Transactions dashboard.

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#### Step 2: Review High-Level Metrics and Charts

At the top of the Transactions page, you will find key financial metrics summarising your account's status, including:

* **Available Balance:** Funds ready for payout.
* **Pending Balance:** Payments currently processing.
* **Reserved:** Correct reserves.
* **Recent Transactions:** Total count of recent items.

Below the top metrics, two charts provide visual insights:

* **Transaction Volume:** A line chart showing transaction volume over a selected time period.
* **Transaction Types:** A bar chart breaking down transaction volume by category (e.g., Transfers, Payments).

<figure><img src="/files/sHOO0Z0jpD7qyhkuSUKM" alt=""><figcaption></figcaption></figure>

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#### Step 3: Browse the Transaction List

Scroll down to the table below the charts to see a detailed list of all transactions. The table provides a quick overview with columns for Description, Type, Initiation, Direction, Opportunity, User, Date, Amount, Fee, and Net value. You can also export the transactions list with the export PDF button.&#x20;

<figure><img src="/files/mNAdj7qMSfkSODwSkAQF" alt=""><figcaption></figcaption></figure>

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#### Step 4: Filter and Search Transactions

To find specific movements of cash, utilise the search and filter tools located just above the transaction table:

* **Search bar:** Type in keywords to locate specific transactions.
* **Dropdown Filters:** Narrow down your view by selecting specific criteria for **Types**, **Initiators**, **Directions**, or specific **Opportunities**.
* **Amount and Date:** Set **Min** and **Max** amounts, or filter by a specific time period (e.g., Last 30 days).

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#### Step 5: View Transaction Details

For a deeper dive into a specific cash movement, click on any row within the transaction table. This will open a **Transaction Details** pop-up window.

Here, you can review detailed information such as:

* Transaction ID, Amount, Fee, and Net totals.
* Status (e.g., Available, Pending).
* Additional Information including the Initiator, Issuer, and associated Opportunity.
* Source and Destination account IDs.

{% hint style="info" %}
For certain payment transactions processed via Stripe, you may see a button at the bottom of the details window to **View in Stripe Dashboard** for further investigation.
{% endhint %}

<figure><img src="/files/WsOGUb4llcvPBU59Xpk3" alt=""><figcaption></figcaption></figure>

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### Need Help?

If you run into any issues or have questions regarding your transactions, please contact the Control Super support team at <support@ctrlsuper.com.au>.


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