*Q: Where do I find a policy's transaction ledger?
Open the policy, then select Transaction ledger from the left-hand menu on that policy's page. It's per-policy, not a single organisation-wide transaction ledger.
*Q: What does the Transaction Ledger balance actually mean?
Hover over the info icon next to the balance, it's the sum of all posted transaction ledger entries. A negative balance means the policyholder owes money; a positive balance means they're in credit.
*Q: What's the difference between pending transactions and ledger entries?
Pending transactions haven't been finalised yet. For example, a collection that's still being processed. Ledger entries are the full, posted history, including anything that's since been marked successful, failed, or cancelled.
*Q: How do I resolve a pending transaction?
Select the ⋯ menu on the transaction's row and choose Mark as successful, Mark as failed, or Cancel payment.
*Q: What are my options when adding a transaction?
Select Add transaction for four choices: Allocate EFT payment (record a manual payment made outside the platform), Request refund, Schedule payment holiday (pause a future premium collection), or Submit collection request (add a pending payment for the next billing run).
*Q: Can I attach proof of payment to an EFT allocation?
Yes, the Allocate EFT payment form has an optional upload area for proof of payment alongside the amount, payment date, and description fields.