Transaction data includes payments received from Payment Requests and Payment Initiations as well as payments made out by PayOut. You can access this data as follows:

Navigate to the Transactions view in the navigation bar
You will be presented with a form where you can select from Payment Requests, Payment Initiations or Outbound Payment products
You can specify additional search criteria such as PayID, Client Branch and / or dates to search by.
1. Not all combinations of criteria are available for all transaction types, when a criteria is unavailable the field will be greyed out. If you need to search on a greyed out criteria try removing other search criteria
Enter the appropriate search parameters and click Search

Payment Requests

Payment Requests search results show PaymentRequest's created in the POST /v1/paymentRequest call

Default search results - payment requests

Here is a description of the columns that you will see by default when landing on this page:

Field	Description
Client Transaction ID	An ID you provide in the PaymentRequest to reference transaction data in your own systems
PayID	This is the PayID to which your customer can make their payment to
Client Branch	Additional transaction data point that you optionally choose to add to your PaymentRequests. Examples might include which branch or channel in your business generated the transaction
Created Date	This is the date when the PayID for the payment request was created
Status	The status of PaymentRequest. May be one of: WAITING - the PayID is registered but no acceptable payment has been received COMPLETE - an acceptable payment has been received EXPIRED - no acceptable payment was received before the PaymentRequest expired RETURN_IN_PROGRESS - a payment was received but is in the midst of being returned to the source account RETURN_COMPLETE - the payment was returned to the source account RETURN_FAILED - the payment return failed to process
Amount	The requested payment amount

Search criteria

You are able to set search criteria to more easily find the specific transaction you are looking for. Search criteria fields you can set are:

Client transaction ID: An ID you provide in the PaymentRequest to reference transaction data in your own systems
PayID: This is the PayID to which your customer can make their payment to
Client Branch: Additional transaction data point that you optionally choose to add to your PaymentRequests. Examples might include which branch or channel in your business generated the transaction
Date From and Date To: date range, specifying the starting point ("from date") and ending point ("to date") of a time period you want to search within. This search criteria can return transaction search results based on transaction 'Completion date' (when a payment request was completed/paid or transaction 'Creation date' (when a payment request was created). (By default the search will provide results for all transactions in this date range using transaction 'Completion date'. You can select a toggle option to see search results for that date ranging using 'Creation date'.)

Payment request details

Each PaymentRequest can be expanded to show more details:

These details include:

Other parameters supplied in the POST /v1/paymentRequest call such as payment description
Data received from the payer such as description, reference and where enabled source account information such as payee name, bsb and account number
A timeline of events associated with this PaymentRequest
The option to refund the payment back to the source account

Refunding payment requests

Each Payment request transaction can be expanded to show more details including the option to refund the payment back to the source account and information on the amount available to be refunded.

Partial refund - Azupay dashboard

Steps to Complete:

Navigate to Transactions, ensure Payment Requests is selected in the ‘Transaction type’ dropdown.
Find transaction (search using Client Transaction ID, PayID, Client branch, Date range)
Open accordian for transaction, enter amount to refund in the ‘Refund Amount’ field and click on button ‘Refund payment’
Hit ‘Confirm’ to proceed with the partial refund

Full refund - Azupay dashboard

Steps to Complete

Navigate to Transactions, ensure Payment Requests is selected in the ‘Transaction type’ dropdown
Find transaction (search using Client Transaction ID, PayID, Client branch, Date range)
Open accordian for transaction, click on button ‘Refund payment’,
Hit ‘Confirm’ to proceed with the full refund

Configuring payment request search results.

Search results for payment requests include a button to 'Configure Results'. Use this to specify which columns you want to see displayed in the search results. Any columns selected will be included in the Export feature.

Additional columns to be selected for display in search results are as follows:

Field	Description
Description	Description of this transaction. It will be the last part of the PayID name that appears in the customer's online banking when they lookup the PayID.
Payment Expiry	Timestamp when the payment request expires and is no longer able to accept payments.
Payment Request ID	An identifier generated by Azupay. Used to reference the object in subsequent operations such as getPaymentRequest and refundPaymentRequest
Parent Payment Request ID	The paymentRequestId of a paymentRequest created with multiPayment set to true and for which this PaymentRequest was created and paid against.
Completed Date	Timestamp when the payment was finalized in Azupay systems
Return Created Date	Timestamp when refund request was initiated
Return Initiator	AUTOMATIC for returns initiated when a payment to an expired PaymentRequest is received. MANUAL for returns initiated by the refund API or dashboard.
Amount Received	The amount received from the customer
Overpayment Amount	When the payment request is multiPayment and has a paymentAmount defined, the payer can overpay by mistake in which case the extra amount is refunded back to their account. This value represents the extra amount that was refunded back to the payer. If the payment was for the exact amount, the value of this field is zero. This field will only be present when the payment request is in COMPLETE state.
Failure Reason	If status is failed or returned, this field will describe the reason for the failure.
Payer Payment Description	The description supplied by the payer when making the payment
Reference	The reference supplied by the payer when making the payment
Payer BSB	BSB of the payer making payment
Payer Account Number	Account number of the payer making payment
Legal Account Name	Legal account name of the payer making payment
Ultimate Payee Name	Used for specifying the name of the sub merchant for whom you are creating the PaymentRequest for.
NPP Transaction ID	The identifier of the transaction in the NPP network. This is an identifier known by the initiating bank and serves as a unique identifier for the refund.
Settled By	Specifies how this PaymentRequest was completed. Can be one of: PayID PayTo BSBAndAccountNumber

Outbound Payments

Outbound Payments search results show Payments made using the POST /v1/payment call

Default search results - outbound payments

Here is a description of the columns that you will see by default when landing on this page:

Column name	Column description
Client Payment ID	An ID you provide in the Payment API call to reference transaction data in your own systems
Account/PayID	The PayID or the BSB/Account Number to which the payment was made
NPP Transaction ID	A transaction ID automatically applied by NPP as the payment is processed. It is possible the recipient of your funds will quote this reference number as they may see it on their bank statement.
Name	The name of the Payee this payment is being sent to
Description	Text you provide in the Payment API call
Reference	A reference to the payee so that they can easily identify the payer or purpose of the transaction
Created Date	Timestamp when the payment was made
Status	The status of the payment. May be one of: CREATED - the payment has been requested but is awaiting settlement SETTLED - the payment was settled into the target account FAILED - the payment was rejected PENDING - the payment is pending settlement RETURNED - the payment was initially settled then later returned
Amount	The requested payment amount

Search criteria

You are able to set search criteria to more easily find the specific transaction you are looking for. Search criteria fields you can set are:

Client Payment ID: An ID you provide in the Payment API call to reference transaction data in your own systems
Date From and Date To: date range, specifying the starting point ("from date") and ending point ("to date") of a time period you want to search within. This search criteria will return transaction search results based on transaction 'Completion date'.

Configuring outbound payment search results.

Search results for outbound payments include a button to 'Configure Results'. Use this to specify which columns you want to see displayed in the search results. Any columns selected will be included in the Export feature.

Additional columns to be selected for display in search results are as follows:

Column name	Column description
Settlement Date	Timestamp when the payment was settled. This will only show for payments that have status = 'settled'
Payment ID	An identifier generated by Azupay. Used to reference the object in subsequent operations such as getPayment
Completed Date	Timestamp when the payment was processed by Azupay. Only for status different than CREATED
Failure Reason	A reason code for a payment that is in status = FAILED
Returned Reason	A reason code for a payment that is in status = RETURNED
Returned Date	Timestamp when the payment was returned. Only if status = RETURNED
Sent via DE	This field is set to true when the payment was sent via the direct entry (DE) network. When true, this payment may take between 3 and 5 business days to settle
Ultimate Payer Name	The name of the ultimate payer. This name is visible to the payee on the payment

Payment Initiations

Payment Initiations search results show PaymentInitiation's created in the POST /v1/paymentInitiation call.

Default search results - payment initiations

Here is a description of the columns that you will see by default when landing on this page:

Column Name	Column Description
Payment Initiation ID	ID that identifies the payment initiation
Account/PayID	Payer's Bank Account or PayID of the payment agreement
Payer Name	Payer's name of the payment agreement
Created Date	Date when the payment initiation was created
Status	Status of payment initiation. May be one of: CREATED - the payment initiation has been created SETTLED - the payment initiation has settled PENDING - the payment initiation is pending FAILED - the payment initiation has failed RETURN_IN_PROGRESS - the payment initiation refund in progress RETURN_FAILED - the payment initiation refund has failed RETURN_COMPLETE - the payment initiation refund completed
Amount	Requested payment amount

Search criteria

You are able to set search criteria to more easily find the specific transaction you are looking for. Search criteria fields you can set are:

Client transaction ID: An ID you provide in the PaymentInitiation API call to reference transaction data in your own systems
Payment initiation ID: An ID that identifies the payment initiation
Date From and Date To: date range, specifying the starting point ("from date") and ending point ("to date") of a time period you want to search within. This search criteria will return transaction search results based on transaction 'Completion date' .

Refunding payment initiations

Each payment initiation transaction can be expanded to show more details including the option to refund the payment back to the source account and information on the amount available to be refunded.

Partial refund - Azupay dashboard

Steps to Complete:

Navigate to Transactions, ensure Payment Initiations is selected in the ‘Transaction type’ dropdown.
Find transaction (search using Client Transaction ID, PayID, Client branch, Date range)
Open accordian for transaction, enter amount to refund in the ‘Refund Amount’ field and click on button ‘Refund payment’
Hit ‘Confirm’ to proceed with the partial refund

Full refund - Azupay dashboard

Steps to Complete

Navigate to Transactions, ensure Payment Requests is selected in the ‘Transaction type’ dropdown
Find transaction (search using Client Transaction ID, PayID, Client branch, Date range)
Open accordian for transaction, click on button ‘Refund payment’,
Hit ‘Confirm’ to proceed with the full refund

Configuring payment initiation payment search results

You can configure additional fields to be displayed by clicking the button and selecting the optional fields within the modal then saving. Any columns selected will be included in the Export feature.

Additional columns to be selected for display in search results are as follows:

Column Name	Column Description
Payment Agreement ID	ID that identifies the payment agreement
Client Transaction ID	ID that identifies the transaction created by the merchant system
NPP Transaction ID	ID used to reference a payment pulled from a bank account between banks, businesses and payment facilitators such as Azupay
Completed Date	Date when the payment initiation was completed
Reference	This is used to unambiguously identify the payment initiation
Description	Optional remittance information used to unambiguously refer to the payment initiation