Transaction History
Transaction History provides a complete, searchable record of every transaction ever processed in your account — including transactions from periods that have already been filed. This is distinct from the active Transactions view, which focuses on the current unfiled period.
Accessing Transaction History
Navigate to VAT Management → Transaction History in the sidebar.
Difference from the Active Transactions View
| Feature | Active Transactions | Transaction History |
|---|---|---|
| Scope | Current unfiled period | All periods, including filed |
| Edit | Yes | Read-only (filed periods are locked) |
| Delete | Yes (compliance rules apply) | Not available |
| Purpose | Day-to-day data entry and review | Audit, research, and reporting |
Transactions that belong to a submitted VAT return are shown in read-only mode in Transaction History. To correct a filed transaction, use an amendment on the relevant VAT return.
Searching and Filtering
Use the search and filter bar to locate specific transactions:
- Keyword search — Matches against description, vendor/customer name, and reference number
- Date range — Filter by transaction date or import date
- Transaction type — Sales, Purchases, Imports, Exports, Credit Notes, Debit Notes
- VAT category — Filter to a specific rate (0%, 5%, 10%, Exempt)
- Filing status — Filed, Unfiled, or All
- Amount range — Set minimum and maximum net or gross amounts
Combine multiple filters to narrow results. Active filters are shown as removable chips below the search bar.
Results Table
The results table shows:
| Column | Description |
|---|---|
| Date | Transaction date |
| Type | Sales, Purchase, Import, Export, etc. |
| Description | Transaction description |
| Vendor / Customer | Counter-party name |
| Net Amount | Amount before VAT |
| VAT Rate | Assigned VAT category |
| VAT Amount | Calculated VAT |
| Total | Gross amount |
| Period | VAT return period the transaction belongs to |
| Status | Filed or Unfiled |
Click any row to view the full transaction detail, including its complete audit trail.
Audit Trail per Transaction
Each transaction detail page includes a History tab that shows:
- Original import data (if imported via CSV)
- Every category change with the user who made it and a timestamp
- Any manual edits and the reason provided
- Which VAT return (if any) included this transaction
Exporting History
Click Export CSV to download all transactions matching your current filters. Large exports are queued and delivered via an in-app notification with a download link.