{"id":2527,"date":"2023-11-14T15:59:22","date_gmt":"2023-11-14T05:29:22","guid":{"rendered":"https:\/\/help.interfy.com.au\/?post_type=ht_kb&#038;p=2527"},"modified":"2024-07-01T14:22:14","modified_gmt":"2024-07-01T04:52:14","slug":"transaction-dashboard-qbo","status":"publish","type":"ht_kb","link":"https:\/\/help.interfy.com.au\/index.php\/knowledge-base\/transaction-dashboard-qbo\/","title":{"rendered":"Transaction Dashboard | QBO"},"content":{"rendered":"\n<p>This dashboard features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Additional transaction filter and search capabilities<\/li>\n\n\n\n<li>Ability to replay transaction failures (max 5 attempts)<\/li>\n\n\n\n<li>Ability to ignore\/activate individual transaction failures<\/li>\n\n\n\n<li>Configure automatic ignore of specific transaction failures<\/li>\n<\/ul>\n\n\n\n<p>This dashboard shows where the transactions originate. (i.e Procore or QuickBooks)<\/p>\n\n\n\n<p>You can search transactions on date range<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"270\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/06\/image-1-1024x270.png\" alt=\"\" class=\"wp-image-2312\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-1-1024x270.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-1-300x79.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-1-768x202.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-1-50x13.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-1-1536x404.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-1-60x16.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-1-100x26.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-1.png 1702w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>There is a detailed log of all the transactions passing through the integration listed underneath.<\/p>\n\n\n\n<p>The increased search capabilities allow you to filter on the various transaction fields: Received, Project, Event Type, Reference and Status.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"604\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/06\/image-3-1024x604.png\" alt=\"\" class=\"wp-image-2314\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-3-1024x604.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-3-300x177.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-3-768x453.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-3-50x30.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-3-1536x906.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-3-60x35.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-3-100x59.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-3.png 1703w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If a transaction does not push through, it will register as a failure with a blue arrow.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"251\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/06\/image-4-1024x251.png\" alt=\"\" class=\"wp-image-2315\" style=\"width:668px;height:163px\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-4-1024x251.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-4-300x74.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-4-768x189.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-4-50x12.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-4-1536x377.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-4-60x15.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-4-100x25.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-4.png 1703w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Click the blue arrow to isolate that particular failure. There will be a detailed reason why in the Status and Additional Info fields.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"593\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/06\/image-5-1024x593.png\" alt=\"\" class=\"wp-image-2316\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-5-1024x593.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-5-300x174.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-5-768x445.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-5-50x29.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-5-1536x890.png 1536w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-5-60x35.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-5-100x58.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-5.png 1695w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"643\" height=\"91\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/06\/image-6.png\" alt=\"\" class=\"wp-image-2317\" style=\"width:643px;height:91px\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-6.png 643w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-6-300x42.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-6-50x7.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-6-60x8.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-6-100x14.png 100w\" sizes=\"auto, (max-width: 643px) 100vw, 643px\" \/><\/figure>\n\n\n\n<p>In this example a commitment claim failed. and the reason was unmapped cost code \u201c03-000 General\u201d used on line item 1.<\/p>\n\n\n\n<p>To rectify you would<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Perform the one time cost code mapping (from unmapped cost code tab in revenue and expense mapping menus)<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Come back to the transaction in the log and click the Green replay button.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"76\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/06\/image-8-1024x76.png\" alt=\"\" class=\"wp-image-2319\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-8-1024x76.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-8-300x22.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-8-768x57.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-8-50x4.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-8-60x4.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-8-100x7.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-8.png 1448w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If there is a transaction failure and you do not need to action it, you can click the ignore button to remove it from your active error list.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"58\" src=\"https:\/\/wpstaq-ap-southeast-2-media.s3.amazonaws.com\/help-interfy\/wp-content\/uploads\/media\/2023\/06\/image-9-1024x58.png\" alt=\"\" class=\"wp-image-2320\" srcset=\"https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-9-1024x58.png 1024w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-9-300x17.png 300w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-9-768x44.png 768w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-9-50x3.png 50w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-9-60x3.png 60w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-9-100x6.png 100w, https:\/\/help.interfy.com.au\/wp-content\/uploads\/2023\/06\/image-9.png 1455w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If you see a failure and you do not understand the reason\/do not know how to rectify simply take a screenshot and email into&nbsp;<a href=\"mailto:support@interfy.com.au\">support@interfy.com.au<\/a>&nbsp;and we will assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This dashboard features: This dashboard shows where the transactions originate. (i.e Procore or QuickBooks) You can search transactions on date range There is a detailed log of all the transactions passing through the integration listed underneath. The increased search capabilities allow you to filter on the various transaction fields: Received,&#8230;<\/p>\n","protected":false},"author":15,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[],"ht-kb-tag":[],"class_list":["post-2527","ht_kb","type-ht_kb","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2527","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/comments?post=2527"}],"version-history":[{"count":3,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2527\/revisions"}],"predecessor-version":[{"id":3382,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb\/2527\/revisions\/3382"}],"wp:attachment":[{"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/media?parent=2527"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-category?post=2527"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.interfy.com.au\/index.php\/wp-json\/wp\/v2\/ht-kb-tag?post=2527"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}