Recent Transactions

The Recent Transactions page provides a centralized operational view of the latest transaction activities processed within the Sumo Ledger system.

This module helps operations teams, finance users, and administrators to:

1. Monitor recently processed transactions.
2. Verify whether transactions completed successfully.
3. Track workflow processing stages.
4. Search specific transaction records quickly.
5. Filter transactions using dates or process identifiers.
6. Investigate incomplete or failed transaction executions.

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Access to Recent Transactions page

1. Sign in to the Sumo Ledger system.
2. Wait until the main dashboard and left navigation sidebar are visible.
3. From the left sidebar, locate Recent Transactions.
4. Click Recent Transactions.
5. Wait until the Recent Transactions page loads completely.

What you should see

The Recent Transactions page contains several operational monitoring components.

Component	Description
Transaction Table	Displays transaction records processed by the system containing information such as Identifier, Process, Stage Slug, Current Stage/Pass, Is Complete, Date
Search Bar	Searches transaction entries dynamically based on the unique reference number
Filter Button	Opens transaction filtering with options such as Process, Date and Completion Status
Pagination Controls	Navigates large sets of records with control to choose number of entries.

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Understanding the transaction table

The transaction table displays operational information related to transaction processing workflows.

Column	Description	Purpose	Example Usage
Identifier	Unique identifier assigned to each transaction executed in the system, also known as refId	Used for tracking, searching, and troubleshooting transactions	Support users may search by Process ID to investigate customer transaction issues
Process	Unique identifier assigned to a transaction workflow or process	Used for tracking, searching, and troubleshooting transactions	Support users may search by Process ID to investigate customer transaction issues
Stage Slug	Represents the current workflow stage or processing step	Helps identify where the transaction exists in the processing pipeline	Workflow tracking and API monitoring
Current Stage / Pass	Displays the active execution stage or current processing pass	Provides visibility into transaction progression	Monitoring multi-stage processing flows
Is Complete	Indicates whether the transaction completed successfully	Critical for operational monitoring and failure identification	true = completed successfully, false = incomplete or failed
Date	Shows the transaction executed date	Used for auditing, reporting, and filtering	Filtering records by date range

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View recent transactions (step-by-step)

1. Open the Transactions page from the left sidebar.
2. Wait for the transaction table to load.
3. Review the displayed records.
4. Observe:
   • Process IDs
   • Workflow stages
   • Completion status
   • Processing dates

Expected result

• The latest transaction records appear in tabular format.
• Each row represents a processed transaction workflow.

Recommended practice

• Review recent transactions regularly to identify operational issues early.

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Search transactions (step-by-step)

1. Locate the search field above the transaction table.
2. Click inside the search field.
3. Enter a keyword such as:
   • Process ID
   • Stage slug
   • Reference identifier
4. Wait for the table to refresh dynamically.

Expected result

• Matching transaction records are displayed immediately.
• Non-matching records are hidden from the table view.

Recommended practice

• Use exact Process IDs whenever possible for accurate search results.

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Filter transactions (step-by-step)

1. Locate the Filter button above the transaction table.
2. Click Filter.
3. Apply one or more filter conditions such as:
   • Start Date
   • End Date
   • Process-related conditions
4. Confirm or apply the selected filters.
5. Wait for the transaction table to refresh.

Expected result

• The system displays only records matching the selected filter criteria.

Recommended practice

• Use smaller date ranges to improve search performance and reduce unnecessary records.

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Monitor transaction completion status

The Is Complete column indicates whether a transaction completed successfully.

Completion states

Value	Meaning
true	Transaction completed successfully
false	Transaction is incomplete, failed, or still processing

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Identify failed or incomplete transactions (step-by-step)

1. Locate the Is Complete column.
2. Review transactions marked as false.
3. Record the associated Process ID.
4. Investigate related transaction logs if required.

Expected result

• Incomplete or failed transactions become identifiable immediately from the table.

Recommended practice

• Failed transactions should always be investigated as soon as possible.

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Investigate transaction failures (step-by-step)

1. Locate a transaction marked as incomplete or failed.
2. Copy or record the associated Process ID.
3. Navigate to:
   • Sidebar → Transaction Logs
4. Review related execution details such as:
   • API execution logs
   • Validation responses
   • Workflow processing failures
   • Processing errors

Expected result

• Detailed execution and troubleshooting information becomes available.

Recommended practice

• Always correlate failed transactions with transaction logs during troubleshooting.

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Common user actions

User Action	Expected Outcome
Open Transactions Page	View recent transaction records
Search Process ID	Locate a specific transaction
Apply Date Filter	Display filtered transaction records
Review Completion Status	Verify successful or failed processing
Open Transaction Logs	Investigate transaction failures

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Transaction monitoring workflow

Transaction Created
        ↓
Processing Started
        ↓
Workflow Stage Updated
        ↓
Completion Status Updated
        ↓
Visible in Recent Transactions
        ↓
Logs Available for Review

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Operational recommendations

Daily monitoring checklist

1. Review recent transactions.
2. Check incomplete or failed transactions.
3. Verify expected transaction volume.
4. Confirm processing dates and timestamps.
5. Review related transaction logs for failures.

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Troubleshooting

Issue: No transactions visible

Possible causes

• Incorrect filter range
• No recent transaction activity
• Search keyword mismatch

Resolution

1. Clear active filters.
2. Expand the selected date range.
3. Refresh the page.
4. Retry the search operation.

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Issue: Transaction marked as false

Meaning

• The transaction did not complete successfully.

Recommended action

1. Open Transaction Logs.
2. Review API responses.
3. Check validation failures.
4. Verify workflow execution details.
5. Retry processing if applicable.

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Issue: Search not returning results

Possible causes

• Incorrect Process ID
• Typographical errors
• Active filter conflicts

Resolution

1. Use the exact Process ID.
2. Remove all active filters.
3. Retry the search operation.

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Best practices

1. Monitor transactions frequently throughout the day.
2. Investigate failed transactions immediately.
3. Use exact identifiers when searching records.
4. Apply filters carefully to avoid hiding valid results.
5. Cross-check failed transactions with logs.
6. Maintain operational audit and monitoring procedures.

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Summary

The Recent Transactions page is one of the primary operational monitoring areas within the Sumo Ledger platform.

This module enables users to:

1. Monitor transaction activity.
2. Identify incomplete or failed processes.
3. Search transaction records quickly.
4. Analyze workflow processing stages.
5. Troubleshoot operational issues efficiently.

Proper use of this module improves:

• Operational visibility
• Transaction monitoring
• Faster issue resolution
• Overall transaction reliability

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