🧾 Transaction History – Front Desk

Module: Operations
Section: Transaction History
Location: Front Desk > Transaction History
Version: 1.0.0
Last Updated: July 2025

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🧭 Overview

The Transaction History module provides a detailed log of all payments received for reservations.
It helps the front desk and finance teams verify financial activity, reconcile totals, and filter data by booking number, payment method, and type.

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👤 Who Can Access

Role	Access Level
Admin	Full access
Finance	Full access
Front Desk	View Only
Housekeeping	No access
Guest	No access

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🖼️ Interface Preview

Image: UI showing payment transaction list with booking ID, amount, method, and status.

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🧾 Key Columns & Descriptions

Column	Description
Reservation	Booking number and date of transaction
Amount	Payment received (per entry) and the total invoice amount in SAR
Payment Method	Mode of payment (e.g., Cash, Card, Transfer)
Payment Type	Label indicating the transaction type (usually shown as “Receive”)

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🔍 Filters and Search Options

Use the Advance Search panel at the top of the page:

• Booking Number: Enter reservation number to filter specific transactions.
• Payment Method: Select method (e.g., Cash, Card, Bank Transfer).
• Payment Type: Choose type such as Receive, Refund, etc.
• Status: Filter based on transaction or reservation status.

Click the Search (🔍) button to apply filters, or the Reset (⟳) button to clear them.

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📋 How to Use Transaction History – Step by Step

1. Navigate to Transaction History

   • Go to Front Desk > Transaction History from the left sidebar.

   

2. Apply Filters via Advance Search

   • Enter Booking number, Payment method, Payment type or status (Select any type of Filter or multiple Filters)
   • Click the search icon to load relevant records.

   

3. Use Page Refresh Option:

   • Click Refresh button to reload and reflect latest data

   

4. Use Column View Control:

   • Click on the View Column Control (👁️ icon)
   • Check or Uncheck columns to view necessary column (only for your current view)

   

5. Export to Excel Report:

   • Click the Excel Export (📤) button located at the top-right corner of the Payment Collection page
   • An Excel file will be generated containing the visible data columns
   • Exported data respects filters (date range, customer type, booking number, etc.)
   • Ensure column visibility settings match your export needs

1. Understand Key Columns – Payment Logs:

   • Reservation: Booking number (🔗 clickable, links to reservation details) and transaction date (📅)
   • Amount: Paid amount and the total bill in SAR
   • Payment Method: Indicates the method used to make the payment – 💵 Cash, 💳 Card, 🏦 Bank Transfer, or 🌐 Online
   • Payment Type: Specifies whether the transaction is a Receive or a Refund

   

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⚠️ Notes

• 💡 Amounts are displayed in SAR (Saudi Riyal).
• 🧾 Transactions are auto-linked with the booking number.
• 🗓️ Date format is shown as YYYY-MM-DD.

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🧪 Related Modules

• Payment Collection
• Reservation List

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📞 Support

For issues related to incorrect logs, missing payments, or sync failures:

• Contact your Accounts & Finance team
• Or email: hello@cistechltd.com

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💼 Accurate transaction records are essential for audit, finance reconciliation, and transparency.