--- title: How to manage transactions? description: Peakflo's transactions section (found inside the Accounting tab) provides all the needed information for you to manage transactions. --- [Skip to content](https://help.peakflo.co/how-to-manage-transactions#main-content) [![PEAKFLO LOGO GRAM\_NO BG-1](https://help.peakflo.co/hs-fs/hubfs/PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png?width=117&height=30&name=PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png)](https://peakflo.co/) - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Open main navigation Close main navigation - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.peakflo.co/?hsLang=en) 2. [Accounts Payable](https://help.peakflo.co/accounts-payable?hsLang=en) 3. [Wallet & Transactions](https://help.peakflo.co/accounts-payable?hsLang=en#wallet-transactions) # How to manage transactions? Peakflo's transactions section (found inside the "**Accounting**" tab) provides all the needed information for you to:  - Check your receivables and payables wallet and [top-up](https://help.peakflo.co/how-to-top-up-your-ap-wallet?hsLang=en) if needed. - See the breakdown of your payouts during a specific reporting period with date filters. ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Mar-30-2023-01-39-47-1451-PM.png?width=600&height=163&name=image-png-Mar-30-2023-01-39-47-1451-PM.png) - Access the audit trail for every transaction by clicking on a specific payout  ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Mar-30-2023-01-40-46-1643-PM.png?width=450&height=658&name=image-png-Mar-30-2023-01-40-46-1643-PM.png) - [Export the transactions](https://help.peakflo.co/export-payments-via-csv?hsLang=en) and import them to your software or internal system. - See the status of your reconciliation in real-time. ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Mar-30-2023-01-42-41-3056-PM.png?width=600&height=307&name=image-png-Mar-30-2023-01-42-41-3056-PM.png) Here's the meaning behind each sync status and what you can do about it:  - - **New**: The payout has just been imported from your accounting software. To proceed, send it for approval by opening up the payout and clicking on the "**Send For Approval**" button. ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Mar-30-2023-01-47-47-2703-PM.png?width=450&height=543&name=image-png-Mar-30-2023-01-47-47-2703-PM.png) Or by conducting Bulk Actions. ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Mar-04-2024-01-57-36-2721-PM.png?width=600&height=218&name=image-png-Mar-04-2024-01-57-36-2721-PM.png) As the approver, you'll have the option to individually or mass **Approve** transactions or **Decline**. ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Mar-30-2023-01-50-22-0047-PM.png?width=450&height=336&name=image-png-Mar-30-2023-01-50-22-0047-PM.png) If you want a more automated approach to transaction approvals, find out how you can do so using [payable workflows](https://help.peakflo.co/how-to-set-up-approval-process-for-bill-payments?hsLang=en). - **Declined: **The transaction is declined by the approver and therefore canceled. Please talk to your approver(s) for clarification. - - **Pending Sync: **The transaction is in the process of getting synced in both Peakflo and your accounting software for faster [payment reconciliation](https://help.peakflo.co/how-to-streamline-payment-reconciliation?hsLang=en) - - **Sync failed:** The sync is unsuccessful and the transactions have not been reconciled. In most cases, re-syncing will fix the issue.  ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Mar-30-2023-01-59-24-4808-PM.png?width=450&height=169&name=image-png-Mar-30-2023-01-59-24-4808-PM.png) However, some errors might require different troubleshooting methods. Find out more on:  - How to fix "[Invoice not of valid status for modification](https://help.peakflo.co/invoice-not-of-valid-status-for-modification?hsLang=en)" - How to fix "[The document date cannot be before the end of year lock date"](https://help.peakflo.co/document-date-cannot-be-before-the-end-of-year-lock-date-xero?hsLang=en) - How to fix "[Payment amount exceeds the amount outstanding on this document"](https://help.peakflo.co/payment-amount-exceeds-the-amount-outstanding-on-document?hsLang=en) - How to fix ["The contact name is already assigned to another contact"](https://help.peakflo.co/my-bill-not-synced-to-msnav-even-though-an-active-vendor-exists?hsLang=en) #### Still have some doubts or face some issues? We'd love to help. Contact us at[support@peakflo.co](mailto:support@peakflo.co)!  #### **FAQ** **What is shown in transaction records?** The transaction record includes: - Deposits: This section details all incoming funds, including amounts received, wallet top-ups, and any applicable transaction fees processed through Peakflo. - Payouts: Here, you'll find a comprehensive record of outgoing payments, such as vendor disbursements, bill settlements, and automated scheduled payouts.   **Are decimal values shown in the transaction records?** All amounts in the Accounting Transactions are displayed up to 2 decimal places for better clarity and consistency. This makes it easier to read, compare, and reconcile amounts without confusion.   - [New to Peakflo?](https://help.peakflo.co/new-to-peakflo?hsLang=en) - [Accounts Payable](https://help.peakflo.co/accounts-payable?hsLang=en#main-content) - [Getting Started](https://help.peakflo.co/accounts-payable?hsLang=en#getting-started) - [Rules](https://help.peakflo.co/accounts-payable?hsLang=en#rules) - [Approval Workflow](https://help.peakflo.co/accounts-payable?hsLang=en#approval-workflow) - [Custom Fields](https://help.peakflo.co/accounts-payable?hsLang=en#custom-fields) - [Vendors](https://help.peakflo.co/accounts-payable?hsLang=en#vendors) - [Purchase Requests](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-requests) - [Purchase Quotes](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-quotes) - [Purchase Orders](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-orders) - [OCR](https://help.peakflo.co/accounts-payable?hsLang=en#ocr) - [Bill Management](https://help.peakflo.co/accounts-payable?hsLang=en#bill-management) - [My Approvals](https://help.peakflo.co/accounts-payable?hsLang=en#my-approvals) - [Goods Receipt Notes & Service Receipt Notess](https://help.peakflo.co/accounts-payable?hsLang=en#goods-receipt-notes-service-receipt-notess) - [Budget](https://help.peakflo.co/accounts-payable?hsLang=en#budget) - [Reconciliation](https://help.peakflo.co/accounts-payable?hsLang=en#reconciliation) - [Reports](https://help.peakflo.co/accounts-payable?hsLang=en#reports) - [Wallet & Transactions](https://help.peakflo.co/accounts-payable?hsLang=en#wallet-transactions) - [Payments](https://help.peakflo.co/accounts-payable?hsLang=en#payments) - [Vendor Onboarding Management](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-onboarding-management) - [Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-portal) - [WhatsApp Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#whatsapp-vendor-portal) - [Three-way Matching](https://help.peakflo.co/accounts-payable?hsLang=en#three-way-matching) - [Accounts Receivable](https://help.peakflo.co/accounts-receivable?hsLang=en#main-content) - [Getting Started](https://help.peakflo.co/accounts-receivable?hsLang=en#getting-started) - [Invoice Management](https://help.peakflo.co/accounts-receivable?hsLang=en#invoice-management) - [Workflow Management](https://help.peakflo.co/accounts-receivable?hsLang=en#workflow-management) - [Actions](https://help.peakflo.co/accounts-receivable?hsLang=en#actions) - [Customer Management](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-management) - [Customer Portal](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-portal) - [Collections](https://help.peakflo.co/accounts-receivable?hsLang=en#collections) - [Reports](https://help.peakflo.co/accounts-receivable?hsLang=en#reports) - [Credit Notes](https://help.peakflo.co/accounts-receivable?hsLang=en#credit-notes) - [Integrations Page](https://help.peakflo.co/integrations-page?hsLang=en#main-content) - [Basics](https://help.peakflo.co/integrations-page?hsLang=en#basics) - [Peakflo API](https://help.peakflo.co/integrations-page?hsLang=en#peakflo-api) - [Xero](https://help.peakflo.co/integrations-page?hsLang=en#xero) - [NetSuite](https://help.peakflo.co/integrations-page?hsLang=en#netsuite) - [Jurnal](https://help.peakflo.co/integrations-page?hsLang=en#jurnal) - [Quickbooks](https://help.peakflo.co/integrations-page?hsLang=en#quickbooks) - [Microsoft Dynamics 365 Business Central](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-business-central) - [Microsoft Dynamics 365 Finance & Operations](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-finance-operations) - [Zalo](https://help.peakflo.co/integrations-page?hsLang=en#zalo) - [SFTP](https://help.peakflo.co/integrations-page?hsLang=en#sftp) - [SAP](https://help.peakflo.co/integrations-page?hsLang=en#sap) - [Travel & Expense Management](https://help.peakflo.co/travel-expense-management?hsLang=en) - [Payment Automation](https://help.peakflo.co/payment-automation?hsLang=en) - [Reports](https://help.peakflo.co/reports?hsLang=en) - [Legal Notes](https://help.peakflo.co/legal-notes?hsLang=en) - [General Questions](https://help.peakflo.co/general-questions?hsLang=en) - [Guides for Partners](https://help.peakflo.co/guides-for-partners?hsLang=en) - [Latest Releases](https://help.peakflo.co/latest-releases?hsLang=en) - [Offboarding](https://help.peakflo.co/offboarding?hsLang=en) - [Peakflo Ticket Portal](https://help.peakflo.co/peakflo-ticket-portal?hsLang=en) - [Peakflo 20X](https://help.peakflo.co/peakflo-20x?hsLang=en) [![Chill listening crop-3](https://help.peakflo.co/hs-fs/hubfs/Gmail-ads_Logo1-min.png?width=55&height=55&name=Gmail-ads_Logo1-min.png "Chill listening crop-3")](http://peakflo.co) peakflo.co Help Center Copyright © 2026, Peakflo