Transactions - SoftISP

Tabs Overview

The Transactions page includes four tabs for tracking different aspects of your financial flow:

Balances

View current balances in all your collection accounts (Cash, Mobile Money, Bank). Columns:

Column	Description
Name	Collection account name (e.g., “Yo Uganda”, “Iotec”)
Currency	Account currency (UGX, USD, etc.)
Balance	Current available balance in the account
Actions	Initiate a withdrawal from this account

Actions:

Withdraw – Transfer funds from collection account to a bank account or get cash. Click the “Withdraw” button to initiate a withdrawal request.

Payment Logs

Complete history of all payments received from customers, including payment method, amount, and charges. Columns:

Column	Description
Status	Payment status: Successful, Failed, Pending
Channel	Payment method: Agent, Iotec, Mobile Money provider, etc.
Location	Location where payment was collected
Msisdn	Customer phone number or payment account identifier
Customer	Customer name or ID
Date	Payment date and time (YYYY-MM-DD HH:MM:SS)
Amount Collected	Gross amount received from customer
Charge	Transaction fee or charge deducted
Amount Received	Net amount after charges
Provider	Payment provider (Airtel, MTN, etc.) or ”-” if not applicable
Provi Refer	Provider’s transaction reference number

Withdraw Logs

History of all withdrawals and transfers from collection accounts. Columns:

Column	Description
Status	Withdrawal status: Successful, Failed, Pending, In Progress
Channel	Collection account source (Iotec, Cash, Mobile Money, etc.)
Date	Withdrawal request date and time (YYYY-MM-DD HH:MM:SS)
Msisdn	Source account identifier or phone number
Amount	Withdrawal amount
Charge	Transfer fee or charge deducted
Status Notes	Additional details (e.g., “Request successfully completed”, “Invalid transaction”)
Notes	Admin notes or comments about the withdrawal
Remarks	Additional remarks or location information

Key Concepts

Collection Account Balances – Current funds available in each collection account. Use the Withdraw button to move money to your bank account or to get cash. Payment Logs – Every customer payment is logged here. Track which channel (agent, provider, location) received each payment and any fees charged. Withdrawals – Transfers from collection accounts to your bank account/cash. View the history and status of all withdrawal requests. Statuses:

Successful – Transaction completed successfully
Failed – Transaction could not be completed
Pending – Awaiting processing
In Progress – Currently being processed

Actions

View Balances – Check available funds in all collection accounts
Initiate Withdrawal – Click “Withdraw” button to transfer funds from a collection account to your bank
Filter Transactions – Filter by date, status, channel, or amount
Export Logs – Export payment or withdrawal logs to Excel
View Details – Click on a transaction row for detailed information

Payment Logs show incoming customer payments. Withdraw Logs show outgoing transfers to your bank. Use the Balances tab to see funds available for withdrawal.

Withdrawals move real money between accounts. Ensure withdrawal details are correct before submitting a request. Only approved collection accounts can receive money.

​Tabs Overview

​Balances

​Payment Logs

​Withdraw Logs

​Key Concepts

​Actions

Tabs Overview

Balances

Payment Logs

Withdraw Logs

Key Concepts

Actions