Transactions

Transactions

The Transactions page records all payment gateway transactions, primarily from M-Pesa integrations. Use this page to reconcile payments, track transaction status, and match payments to tenants and invoices.

Transactions table

Table features

The transactions table gives you full control over how you view and manage all payment transactions.

Filtering

Filter transactions using any column with advanced filter options:

Filter type	Description
Contains	Field contains the specified text
Not contains	Field does NOT contain the specified text
Is	Field exactly matches the specified value
Is not	Field does NOT match the specified value
Is empty	Field has no value
Is not empty	Field has a value

How to filter: Click the filter icon then click Add filter button , select your filter type, and enter the value.

Filter examples:

• Receipt contains “QIV”
• Status is “Completed”
• Reconciled is “Yes”
• Amount is greater than 10000

Column customization

Click the View Settings button to customize your table:

Setting	Description
Row height	Compact / Standard / Comfortable
Toggle columns	Show/hide any column

Toggle columns available:

Column	Description
Receipt	Transaction receipt number (M-Pesa transaction ID)
Amount	Transaction amount
Phone	Customer phone number (sender)
Status	Completed / Pending / Failed
Reconciled	Yes / No (whether matched to an invoice)
Invoice	Linked invoice number (if reconciled)
Tenant	Tenant name (if matched)
Transaction Date	Date the transaction occurred
Created	Timestamp the transaction was recorded in Qivuli
Result Code	M-Pesa result code (0 = success)
Description	Result description

Pin columns

Pin important columns to keep them at the table:

1. Click the pin icon on any column
2. Pinned column stay fixed while scrolling
3. Click the pin icon again to unpin

Refresh button

Click the Refresh button to reload the latest transaction data.

Refresh button image here

Export

Export transaction data as CSV or Excel:

1. Click Export button
2. Select format: CSV or Excel
3. Choose which columns to export (all or selected)
4. Click Download

Export options image here

Reconcile transactions

Auto-reconciliation

When M-Pesa is properly configured, transactions are automatically reconciled:

Condition	Action
Phone number matches tenant record	Auto-match to tenant
Amount matches open invoice	Auto-apply to invoice
Reference matches invoice number	Direct match
No match found	Mark as unreconciled, manual review needed

Transaction overview

Clicking a receipt number

Click on a receipt number in the table to open its detailed overview.

Transaction header

Field	Value (example)
Receipt	Receipt id
Status badge	Status
Reconciled badge	Yes / No
Actions button	Reconcile, View Invoice

Transaction details

Field	Value
Amount	Amount in Ksh
Phone	+254 70000000
Transaction Date	Date and time
Created	Date and time

Payment information

Field	Value
Payment Method	cash, card or mpesa
Paybill / Till Number	123456
Account Reference	tenants name and unit
Sender Name	Full name

Reconciliation information (if reconciled)

Field	Value
Tenant	Name
Unit	Unit number
Invoice	Invoice id
Invoice amount	Amount in kes
Applied amount	Amount in kes
Remaining balance	Amount in kes
Reconciled by	System
Reconciled at	date and time

Result information

Field	Value
Result Code	0
Result	Success
Result Description	Transaction completed successfully

M-Pesa callback data (raw)

Full M-Pesa callback response for debugging:

{
  "ResultCode": 0,
  "ResultDesc": "Success",
  "TransactionID": " ID ",
  "Amount": "Amount in kes",
  "PhoneNumber": "254700000000"
}