Transactions

Transactions ledger showing commerce activity with amounts and status

Commerce / Transactions — Production view

View a complete ledger of all commerce activity in your building, and export records for billing and reconciliation.

Overview

The Transactions page records every completed commerce event on the platform: resource bookings, product purchases, and credit redemptions. Use it to reconcile tenant billing, audit payment history, and generate financial reports.

Each row represents a single transaction with full context about who made it, what it was for, and when it happened.

Getting started

Transactions populate automatically as tenants complete purchases and bookings through the HqO app. No setup is required to view the ledger.

🔒 Permission required: Viewing and exporting transactions requires Commerce permissions in HqO Admin.

Transaction fields

The table is labeled Account based transactions and shows:

ColumnDescription
Completed transactionResource or product name, with "Booked by: [Name]" shown below
IDUnique identifier for the transaction record
BuildingAssociated property
TenantThe user's organization
DateDate and time the transaction was completed (sortable)
PriceTransaction amount (sortable)
ExportedDate and name of the admin who exported this record (if applicable)
ControlDescription
SearchSearch by resource name or transaction ID
TenantFilter to a specific tenant company
Date rangeFilter by transaction date range

Core workflows

Find a specific transaction

  1. Go to HqO Admin > Commerce > Transactions.
  2. Use the sort controls to sort by date or price.
  3. Scroll or search to find the transaction you're looking for.

Export transactions for billing

  1. Filter the date range to match your billing period.
  2. Click the Export button.
  3. Download the CSV file and import it into your billing system.

Sort the ledger

Click any column header to sort ascending or descending. Use Transaction Date to review chronological activity, or Price to identify high-value transactions.

FAQ

Can I filter transactions by tenant company? Yes — use the Tenant dropdown filter at the top of the page. A Date range filter is also available.

How far back does the transaction history go? Transaction history is retained based on your HqO plan. Contact your HqO account team for data retention details.

What does "Processed By" mean? This field shows which HqO Admin user manually processed or adjusted the transaction, if applicable. Most transactions show this as empty when completed automatically through the app.

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