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Financial Visibility: The Transactions dashboard provides complete transparency into all financial movements between your agents and external accounts, with detailed tracking and approval workflows.

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Transaction Dashboard

Comprehensive Monitoring: View all financial activities in a single interface with detailed information about each transaction’s status, direction, and approval requirements.
The Transactions dashboard displays all your financial activities in a detailed table with key information:
  • Transaction ID: Unique identifier for each transaction
  • Direction: Whether funds are moving into (Incoming) or out of (Outgoing) your agent
  • Date & Time: When the transaction was initiated
  • Status: Current processing state of the transaction
  • Approval: Approval status and required actions
  • Receiver ID: The agent receiving the funds
  • Amount: Transaction value with currency (positive for incoming, negative for outgoing)
Transactions Dashboard

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Transaction Lifecycle

Transparent Process: Each transaction follows a well-defined lifecycle with clear status indicators, allowing you to track its progress from creation to completion.
Each transaction follows a specific workflow:
  1. Creation: When first registered, a transaction starts with “New” status
  2. Approval Check:
    • If approval is required (based on agent rules), status changes to “Waiting for Sender Approval”
    • If no approval is needed, it proceeds directly to processing
  3. Processing: The system processes the transaction on the blockchain
  4. Completion: Once processed, status changes to “Confirmed” with appropriate approval status

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Transaction Statuses

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Approval Flow

Approval Timeout: Transactions requiring approval will remain in the “Waiting for Sender Approval” state until approved or declined. They will not process automatically without explicit action.
  1. When a transaction is first created, its status is set to “Waiting” while the system evaluates whether approval is required
  2. If approval is required:
    • Status changes to “New”
    • Approval status changes to “Waiting for Sender Approval”
    • A request appears in the Payment Requests section
  3. If approval is not required:
    • Status changes to “New”
    • System immediately initiates the transaction
    • Once successful, status updates to “Confirmed” with “Approved” approval status

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Approving Transactions

Decision Control: The approval system gives you final oversight on transactions that exceed defined thresholds, balancing agent autonomy with financial security.
When a transaction requires approval, you’ll receive a notification in the Payment Approval Requests section:
Payment Approval Interface
To approve or decline a transaction:
  1. Navigate to Payment Requests
  2. Review transaction details (initiator, amount, currency, date)
  3. Click the “PAY” button to approve or “X” button to decline
  4. For approved transactions:
    • Status changes to “New”
    • After processing (may take a few minutes), status updates to “Confirmed” with “Approved” approval status
    • Funds transfer between accounts
  5. For declined transactions:
    • Status immediately changes to “Confirmed” with “Declined” approval status
    • No funds are transferred

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Transaction Filtering and Export

Financial Reporting: Powerful filtering and export capabilities allow you to generate custom reports for accounting, analysis, and record-keeping.
Manage your transaction history with built-in tools:

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Time Filters

Filter transactions by time period using the dropdown in the top right:
  • This Week (default)
  • This Month
  • This Year
  • Custom Range
Transaction Time Filters

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Data Export

Export your transaction data in multiple formats:
  • XLSX (Recommended): Includes advanced formatting and calculations
  • CSV: Simple text format for universal compatibility
  • PDF: Formatted document for sharing and printing
Click the “Export” button and select your preferred format.
Transaction Export Options

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Understanding the Approval Flow

Approval Triggers: Transactions will automatically require approval under any of these conditions: amount exceeds approval threshold, “Approve All” is enabled, or transaction would exceed daily limit.
The approval workflow depends on the agent’s configured payment rules:
  1. No Approval Required: If the transaction is below the approval threshold and “Require Approval For All Transactions” is off, the transaction processes automatically.
  2. Approval Required: A transaction will require approval if:
    • The amount exceeds the “Require Approval Above Amount” value
    • “Require Approval For All Transactions” is enabled
    • The transaction would exceed the daily limit
  3. Processing Time: Even after approval, blockchain transactions may take a few minutes to process before showing as “Confirmed”.
For more details on integrating transaction functionality into your applications, please refer to the Payments API documentation.