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transaction logs

Posted: November 12, 2019 at 3:25 am


LWCCCII

November 12, 2019 at 3:25 am

Hi,

we currently only accept cash payment and processed payments offline. after receiving payment, we update registrant’s details to reflect the payment. Is there a way for me to include the user in the transaction details so we can know who processed/received the payment. We have multiple user that can accept payment and we need to track who received for recording/reporting.

Thank you.


Tony

  • Support Staff

November 12, 2019 at 4:44 am

Hi there,

When you apply a payment to an EE Transaction there is a ‘Notes / Extra Accounting’ field which you can use for any details you prefer, it defaults to the registrant’s registration code but you can set anything you want in that field.

See here: https://monosnap.com/file/N4oEG3Eq0sfs2JOsO7xBxJg5LB7Aqc

Will that work for you?


LWCCCII

November 12, 2019 at 2:33 pm

Is it possible to add the Notes column in the View All Transactions page so that I will be able to filter data by that field?


Tony

  • Support Staff

November 13, 2019 at 3:29 am

Adding the column is possible with some custom code but I don’t think sorting/filtering will work as expected as it’s stored as ‘extra meta’ on each individual payment, so when we JOIN the data from the database using our models the sorting won’t work as expected.


LWCCCII

November 14, 2019 at 12:45 am

Thank you for your reply. I found a workaround.
I use this snippet to pre populate user in the Note/Extra Account field
https://github.com/eventespresso/ee-code-snippet-library/commit/0b0af5c8815f627b38f21de85ab950edb7a3e398

I then use wpDataTable plugin to generate a mysql table with the details I want and be able to filter and sort the data and displayed it within the Transactions Page


Tony

  • Support Staff

November 14, 2019 at 3:38 am

I use this snippet to pre populate user in the Note/Extra Account field

Nice!

I then use wpDataTable plugin to generate a mysql table with the details I want and be able to filter and sort the data and displayed it within the Transactions Page

I’m not sure I follow this bit, can you share some more info?

You’re loading another table, within the transactions table list?


LWCCCII

November 14, 2019 at 6:41 am

yes. i am using wpdatatable plugin to pull relational data from esp_payment, esp_registration and esp_attendee_meta and posts table and load it at the transaction page using action hooks through plugin.

I am now able to filter by:
Date Range
Notes(containing the user that processed the payment)
Event Name
Attendee Name


Tony

  • Support Staff

November 15, 2019 at 5:28 am

Nice workaround, I’m glad it’s working for you.

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