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Monitoring Transactions

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You can monitor transactions in real-time and generate reports for all your accounts for reconciliation purposes.

  1. Log in to your Xendit dashboard.

  2. View a snapshot of your platform's payment volumes and performance over time.

  3. Navigate to each partner account and track their activities.

Accounts Overview

The Accounts Overview shows all the sub-accounts you created along with their status and current Cash Balances. By default it shows the most recently-created sub-accounts first, and you can filter the list by account status and date created. You can also search for sub-accounts by their business names, unique IDs, or business email.

Account Profile Page

  1. Navigate to the xenPlatform Accounts Overview

  2. Click on a specific sub-account to view more details.

The Account Profile Page shows basic information for the sub-account:

  • Name

  • Email

  • Account ID

  • Date Created

  • Account Status

  • Account Type (Owned, Managed)

  • Cash Balance

  • Available Payment Methods

Account Activity Page

You can view the Balance and Transaction history for the sub-account your choose

  1. Navigate to the xenPlatform Accounts Overview

  2. Click on more options for specific sub-account and select View activity

    1. Otherwise you can also switch to this tab from the Account Profile page

Monitoring via API

You can also use your API key and utilize the following endpoints to retrieve and display information on your sub-accounts. Use the for-user-id header parameter to retrieve information for a sub-account.

{
  "for-user-id": "my-sub-account-id-12345"
}

API

Description

Use Case

GET Sub-accounts List

Retrieves a list of sub-accounts

Display a list of all sub-accounts in your application’s dashboard

GET Account

Retrieves a sub-account

Display detailed account information for one sub-account

GET Balance

Displays the current balance for an account

Check the current live Balance for a sub-account

GET Transactions List

Retrieves a list of transactions.

Display recent transactions completed by a merchant

GET Transaction

Retrieves a specific transaction

Check a specific transaction that was settled to a merchant

Generate Reports

Generates a transaction or balance report

Monthly reconciliation