All articles have been moved to https://support.reachdesk.com. Please find this article in https://support.reachdesk.com/hc/en-gb/search?utf8=%E2%9C%93&query=Balances%20and%20Transactions.
Where can I view my balances?
There are different areas in the platform where balances can be accessed.
My Balances (Available on the Top Bar of the platform)
My Balance - Your remaining balance available to be used to send campaigns.
Unclaimed Balance - Your balance that has been used to send campaigns, but have not been claimed or delivered. You still have a chance to use these if the campaign expires or gets cancelled.
Company Balance - Company funds that have not been allocated to any user
Total Available Balances (Available in Organization > Balances > Overview)
Shows the total available balances of the entire company.
This combines the available company balance and user balances minus any pending transactions.
This represents funds that can still be allocated and used in the platform.
User Balances (Available in Organization > Balances > User Balances)
Shows balance available for each user in each currency. This is also where an admin can adjust user credit.
Where can I view my transactions?
Go to Organization > Balances > Transactions.
What types of transactions can I view?
Transactions represent any credit or debit activity against a company or user balance in the platform.
Balance Top-Up - Credit from adding funds to Company balance
Balance Allocation - Credit or Debit from transferring funds from company balance to user balance (or vice versa)
Currency Conversion - Credit or Debit from transferring funds from one currency to another
Campaign Sends - Debit if engage is processed, credit if engage is cancelled. This will always be related to a campaign.
Sourced Items - Credit to show the invoice specifically used to source items, or debit if the company wants to use their balance for sourced items.
Refund - Credit given back to customer if a refund is needed, e.g. from an order cancellation.
Other - Other transactions that does not fit any of the types
What information is available against each transaction?
Each transaction has the following available information for the admin to view:
Date - Date and time the transaction was created
ID - Transaction ID which can used as a reference for any queries or issues
Reference - Determines more information about the transaction, e.g. if the transaction was a Balance Top-Up, this will show the invoice number
Transaction Type - Refers to the type of transactions, as explained above
Campaign Type - Refers to the type of campaign that was sent (e.g. Marketplace, Handwritten Note, Bundle or Gift Card)
User - User that was involved with the transaction. For Campaign Sends, this is the sender, for Balance Allocation, this is the user who was topped up, for Balance Top-Up, this is the Reachdesk Admin that processed the transaction.
Team - Team the user belongs to. This is currently optional.
Amount - Amount that is credited or debited
Currency - Currency that is used for the transaction
Status - Current status of the transaction
Pending - Transaction is still pending. This will be under "unclaimed balances" until the transaction is processed.
Processed - Transaction has been completed and deducted or added to the user balance or company balance.
Cancelled - Transaction has been cancelled, either because of a cancellation, or an update in the amount of the transaction.
How can I search and filter my transactions?
Under the Active Balances section, you can find all the available filters for your transactions.
Note: if you want to view transactions from before January 1st, 2021, you will need to contact email@example.com so we can send you an export of this information.
How can I export my transactions?
On the top right of the transactions table, you can click on Export All as CSV to export all available transactions to a CSV file.
I have some comments, questions and feedback about my balance and transactions. Who do I contact?
Any questions, comments or feedback about your balance or transactions, please reach out to firstname.lastname@example.org.