---
title: "Viewing Transaction History"
slug: "viewing-transaction-history"
updated: 2026-08-10T20:23:24Z
published: 2026-08-10T20:23:24Z
canonical: "help.idibilling.com/viewing-transaction-history"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing Transaction History

Once you set up your customer’s credit card or e-check accounts and begin charging them, you can view the transaction history on a selected account. To view customer account transactions:

1. Right-click on the account and select **Account Transactions**. This displays the Account Transactions for Account # data table.

![viewtransactions](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/21864.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A49%3A53Z&se=2026-11-14T11%3A49%3A53Z&sr=c&sp=r&sig=VhtqpTQiCpuK%2FLLfvp16KhsTcB1hF2bexoaVsPm%2BVXM%3D)

The Account Transactions for Account # data table contains the following information.

| ID | System-generated ID that uniquely identifies the transaction. |
| --- | --- |
| Status | Status of the transaction. |
| Description | A description of the transaction (***Monthly InCharge, Partial Payment, Deposit***, or ***Final Payment***). |
| Type | Type of transaction (***debit*** or ***credit***). |
| Amount | Dollar amount of the transaction. |
| Process Date | Date and time the transaction is processed. |
| Approval Code | 6-digit authorization code received back from the credit card processor for an approved transaction. |
| Approved Date | Date and time the transaction is approved. |
| Bureau Transaction | Bureau Transaction ID. This is the number the credit service/bureau assigns to a transaction after it is submitted for processing. |
| Bureau Description | Description of the credit service/bureau assigned to the transaction. |
| Last Modified | The most recent date a transaction transpired. |
| User ID | The ID of the individual who made the modification. |

> [!NOTE]
> Note
> 
> When Automated Action on Declined E-Pay payments is implemented in your system, you can display the Decline Count by expanding the viewable columns on an account’s E-Pay Transactions view. From this view, right click on the view’s Status Bar (bottom of the grid). Then select **Columns** > **All** to show all columns. See Automated Action on Declined E-Pay Payments for details on this functionality.

Each transaction is associated with one of the following statuses.

| Unprocessed | Transaction is part of a batch transaction that was generated by the billing system as part of a recurring batch of monthly payments. |
| --- | --- |
| Unprocessed One Time | Transaction is a real-time transaction that has not yet been sent out or is future-dated. |
| In process | Transaction is in the process of being sent. |
| Sent | Transaction has been sent to the processing company and IDI is waiting for a response. |
| Approved | Transaction succeeded.The IDI platform creates the payment or adjustment when an approved transaction is received. Approved transactions can be voided in real-time (right-click the transaction and select **Void**). |
| Decline | Transaction failed. A declined transaction can be Resubmitted (right-click the transaction and select **Resubmit**). |
| Void | Transaction was cancelled before it was processed. Only an Unprocessed transaction or Unprocessed One Time transaction can be voided. |
| Processing Error | Transaction encountered an error during the transaction export. A transaction with this status can be Resubmitted (right-click the transaction and select **Resubmit**). A transaction with this status can be voided (right-click the transaction and select **Void**). |
| Voided by system | System encountered an error that it could not rectify. |
| Declined - Void | Transaction has been declined and the IDI platform has automatically voided it. Another form of payment is needed. |
| Error - Void | Transaction failed and the IDI platform automatically voided it. Another form of payment is needed. |