Reported Transactions

Clients can report a ledger transaction from the customer portal; you can then view, resolve, or reject those reports from Billing → Reported Transactions. This guide covers both the client flow and the admin flow.

Overview

Reported Transactions lets clients flag a ledger transaction (e.g. incorrect amount, wrong date) with a summary and description. As an admin, you open Billing → Reported Transactions to see pending reports, then Resolve or Reject each one with remarks and optionally create a Credit Note or Debit Note as needed. After action, a confirmation message is shown.

Client: Report a transaction (Customer portal)

From the customer portal, the client goes to Ledger and uses Report this Transaction to submit a report with a summary and description.

1 Go to Ledger → Report this Transaction

In the customer portal, open Ledger and click Report this Transaction for the transaction to report.

Path: Customer portal → Ledger → Report this Transaction

Ledger page with Report This Transaction column and View Reports PDF/Excel options

Customer portal Ledger with filters, View Reports (PDF/Excel), and the Report This Transaction column.

2 Report the transaction (summary & description)

Fill in the Summary and Description for the reported transaction, then submit. This creates a pending report that appears under Billing → Reported Transactions for admins.

Report modal with Summary and Description fields and Save button

Report dialog: enter Summary and Description, then click Save.

Admin: Open Reported Transactions

From the main CA Cloud Desk app, go to the Billing module and open Reported Transactions. You can also use the ➕ (Plus) icon to add a new ledger adjustment from this area.

3 Open Billing → Reported Transactions

Go to Billing in the left navigation, then open Reported Transactions. You can switch between Pending reports and Resolved & Rejected to see history.

Path: Left Navigation → Billing → Reported Transactions → (Pending / Resolved & Rejected)

Billing module with Reported Transactions tab and Pending Reports

Billing → Reported Transactions tab; Pending Reports with date filters and Resolved and Rejected Reports button.

4 View pending reports

The Pending Reports section lists all transactions reported by clients that need action. Use the Date Filter to narrow records by a specific period.

Pending Reports

All client-reported transactions awaiting your action.

Date filter

Filter by date range to find reports in a specific period.

Pending Reports table with Take Actions Resolve and Reject

Pending Reports list with Start date/End date filters and Take Actions (Resolve / Reject) for each row.

5 Take action: Resolve or Reject

From the Take Actions column you can:

Resolve the reported transaction
Reject the reported transaction

When resolving or rejecting, add suitable remarks. You can also create a Credit Note or Debit Note as per requirement.

Take Actions column with Resolve and Reject buttons

Use the green (Resolve) or red (Reject) action in Take Actions; add remarks and create CN/DN if needed.

Confirmation message

After successfully resolving or rejecting a transaction, a confirmation message (pop-up) will appear. The report then moves to Resolved & Rejected so you can review history anytime.

Reports has been Approved Successfully message and Resolved and Rejected Reports

Success banner after resolving; Resolved and Rejected Reports table with Status filter and date range.

Resolved and Rejected Reports table with Report Status

Resolved and Rejected Reports view with Status, Remarks, and Report Status (Resolved) columns.

PDF guide

Download the full guide for offline reference: Guide PDF – Reported Transactions.