Transaction requests

This tab contains the history of deposit and withdrawal requests made by the broker's clients.

A description of the transaction functionality and statuses is available in the main article - Deposit and withdrawal requests.

Name	Description
ID	ID of the request created in the system.
Profile	ID and name of the profile associated with the account.
Amount	The amount of funds that will be credited in the currency specified in the Asset code field.
Asset Code	The code of the asset (currency) that will be credited to the account as a result of the transaction. E.g., USD, EUR.
Payment type	Deposit or withdrawal.
Payment method	The payment method, if specified when creating the request. Clicking on the Payment method opens a sidepage with the information about it, as specified in the client's Profile.
Status	The current status of the request. The conditions for automatic status transitions can be set in the settings of a specific payment strategy.
Transaction ID	The transaction ID in the platform generated as a result of executing the request.
Description	Description from the request (if added when creating it).
Comment	Comment filled in when creating the transaction.
Created time	The date and time the request was created.
Finished time	The date and time the request was transitioned to its final status - Rejected or Completed.
Updated time	The date and time the request status was last updated.

Table functionality

Clicking the ... button opens a context menu with the described actions:

• Accept the request for processing. In this case, the funds in the client's account are blocked until it is executed or rejected;

• Decline the request. In this case, a window will open for entering a comment (reason) and rejecting the request. The comment specified during rejection will be displayed to the client in the corresponding section of the trading terminal;

• Execute the request. This will open a sidepage where the payment date must be specified. After this, the system will create the corresponding Cash in or Cash out transaction;

• Edit the internal comment, the display of which is available only to the broker;

• Edit documents attached to the request;

• Edit payment commission set for the request.

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The Filter button allows you to customize the data displayed in the table.

Table filters:

Name	Description
Account	Select one or more accounts to display requests for them. This filter supports pasting multiple values (e.g., separated by commas, semicolons, or spaces). When pasting using the Paste from clipboard button, the number of accounts that were loaded, selected, and ignored will also be displayed.
Status	Current status of the request.
Created time	Date and time the request was created.
Comment	Allows to search for matches based on part of the comment entered for a transaction.
Description	Allows to search for matches based on part of the request description automatically generated by the system or added when creating a request.

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Table columns can be customized and dragged to suit the user's needs. To do this, just hold down the cursor on the column and drag it to the desired location in the table. The ⚙ button allows you to adjust the visibility of the filter fields and the order in which they are displayed.

Most of the columns in the table can be ordered in ascending or descending order. To do this, click the button. The button is used to select the visibility of the table fields.⤽ allows you to return all columns to their default values. Table data can be exported to Excel by clicking the Save as XLS button