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)

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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

StatusDescription
NewTransaction has been created and is either awaiting approval or being processed
WaitingSystem is checking whether approval is required based on agent rules
ConfirmedTransaction has been fully processed on the blockchain

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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:

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

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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.

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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.