COD Management - Ops dashboard - Transaction History

Article SB5-fhcm · source

Title: Transaction History

Task: We use COD calculation for accurate cash reconciliation operations. Cash On Delivery Transactions tab helps us (Hub Manager) to view all transactions submitted by the Rider.

Prerequisites (if applicable): All users with view access have the visibility to check for transactions done by required riders from time to time.

Follow the below Instructions:

Open the Demo/Portal Link: https://orgname.portal.shipsy.in/login
Username : Enter the Username
Password : Enter the Password

Navigated to Shipsy portal > Finance Operations > Rider Transaction History.
Select the desired hub along with date duration for which the transaction needs to be viewed.
Now, all the transactions done against the respective transaction ids would be visible along with mode of deposit and proof of receipt to ensure transparency.
Also the status of settlement being done successfully (verified) is visible on the dashboard.

Outcome: Users would view all the transactions done by the Hub manager successfully into the Company's account with all the required transaction details.

Further reading: NA

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