Finance Tab in the Agency Account

The Finance tab provides a transaction log for the agency account. It allows agency users to review financial operations, Transfers, Backward, and account balances.

The Finance section includes an agency-level transaction view. Transactions include:

earnings;
transfers;
backward operations;
wallet balance changes.

The Finance tab supports the following filters:

Filter	Description
Client ID	Search by one or multiple Client IDs. Multiple IDs can be entered separated by commas.
Date range	Select the transaction period. The default period is last week. The maximum period is limited to 1 year.
Account type	Filter by account type: All, Main, Bonus.
Transaction type	Filter by transaction type: All, Earnings, Transfer, Backward.

Filters affect the transaction list and total values.

The Finance table includes the following columns:

Column	Description
Date and time	Date and time of the transaction.
Type	Transaction type, such as earnings, transfer, or backward.
Details	Additional transaction details, such as payment form or operation description.
Client ID	Client ID related to the transaction, if applicable.
Amount	Transaction amount in the agency currency.
Main wallet	Main account balance after the transaction.
Bonus wallet	Bonus account balance after the transaction.
Total balance	Total agency balance after the transaction.

The Finance tab include a Total line for the Amount column. The total is calculated based on the selected filters.
The Finance table supports pagination. Sorting is available for supported columns.
Users can export finance data to CSV. The export follows the selected filters and visible transaction scope.