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How to Track Incoming and Outgoing Transactions

You can view incoming and outgoing transactions at two levels:

Contact level: Open the Transactions section in the Contact Details page to view financial activity across the contact’s bank accounts.
Bank account level: Open a specific bank account to view the transactions associated with that account.

You can review:

Incoming transactions (Pay In)
Outgoing transactions (Pay Out)
Transaction amount
Payment purpose
Sender and beneficiary details
Attachments, when available
Transaction reference
Transaction status

Search, filtering, and export options are available to help you find and review transactions. This gives you a clear view of financial activity with a contact, either across the contact or for a specific bank account.

Updated on: 14/09/2026

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