Brick provides a Transaction List feature to help you monitor, review, export, and reconcile all transactions from your Brick Dashboard.
This page explains how to use the Transaction List on the Dashboard and when to use the Ledger API for programmatic reconciliation.
What is the Transaction List?
The Transaction List is a centralized view of all transaction activity in your Brick account.
You can use it to review transactions across different payment flows, including:
- Money Sent, such as disbursement transactions
- Money Received, such as acceptance transactions
- Top Up transactions
- Other ledger-related balance movements
This helps finance, operations, and technical teams track money movement in one place.
When to Use the Transaction List
Use the Dashboard Transaction List when you need to:
- Check recent transaction activity
- Review transaction status
- Filter transactions by period, type, or status
- Export transaction records for internal reporting
- Download statements for reconciliation
- Investigate a specific transaction manually
For automated workflows, use the Ledger API instead.
Transaction Categories
Transactions are grouped based on their activity type.
| Category | Description |
|---|---|
| Money Sent | Outgoing transactions, usually from disbursement activity |
| Money Received | Incoming transactions, usually from acceptance/payment activity |
| Top Up | Balance top-up activity |
| Ledger Movement | Balance changes recorded in the ledger |
Available Actions
From the Transaction List page, you can perform actions such as:
- View transaction details
- Filter transaction records
- Export transaction data
- Download statements
- Review summary information for a selected period
Filtering Transactions
You can filter transactions to narrow down the records shown in the Dashboard.
Common filters include:
| Filter | Description |
|---|---|
| Transaction Type | Filter by transaction category, such as Money Sent, Money Received, or Top Up |
| Month / Date Range | View transactions for a specific period |
| Status | Filter transactions by their current status |
| Reference ID | Search for a specific transaction using a reference ID, if available |
Filtering is useful when you need to investigate transactions or prepare monthly reconciliation reports.
Export Transaction Data
You can export transaction records from the Dashboard for offline reporting or reconciliation.
Typical use cases include:
- Sharing transaction reports with finance teams
- Preparing monthly reports
- Matching Brick transaction records with internal systems
- Storing transaction history for audit purposes
Note: The exported file will reflect the selected filters or date range, depending on the Dashboard configuration.
Download Statement
You can download statements from the Transaction List to support reconciliation and reporting.
Statements are useful for:
- Month-end reconciliation
- Internal finance review
- Audit documentation
- Comparing Dashboard balances with internal accounting records
Dashboard vs Ledger API
Brick supports both manual transaction review through the Dashboard and automated transaction retrieval through the Ledger API.
| Use Case | Recommended Method |
|---|---|
| Manual review | Transaction List on Dashboard |
| Finance reporting | Transaction List export or statement download |
| Automated reconciliation | Ledger API |
| Internal dashboard or data pipeline | Ledger API |
| Searching one transaction manually | Transaction List |
| Large-scale transaction sync | Ledger API |
Ledger API Overview
Use the Ledger API when you need to retrieve transaction history programmatically.
The Ledger API is suitable for:
- Automated reconciliation scripts
- Finance data pipelines
- Internal reporting dashboards
- Transaction monitoring systems
- Matching Brick records with your internal references
You can retrieve transactions using filters such as:
- Date range
- Transaction status
- Reference ID
The Ledger API also supports pagination, allowing you to fetch transaction records in batches.
Recommended Workflow
For manual operations:
- Open the Brick Dashboard.
- Go to the Transaction List section.
- Apply the required filters.
- Review the transaction data.
- Export the data or download a statement if needed.
For automated operations:
- Use the Ledger API.
- Filter records by date range, status, or reference ID.
- Store or process the response in your internal system.
- Reconcile Brick transaction data with your own transaction records.
Example Use Cases
Finance Reconciliation
A finance team can use the Transaction List to export monthly transaction data and compare it with internal accounting records.
Operations Monitoring
An operations team can monitor transaction status from the Dashboard to check whether money has been sent or received successfully.
Automated Reporting
A technical team can use the Ledger API to retrieve transaction history automatically and feed the data into an internal dashboard.
Audit Support
Transaction exports and downloaded statements can be used as supporting documents during internal or external audits.
Related API Reference
For implementation details, see the related Ledger API reference:
- Ledger / Disbursement History API
- Transaction History and Ledger API
Notes
- Dashboard exports are best for manual reporting and reconciliation.
- Ledger API is best for automated systems and recurring data sync.
- Make sure your selected filters match the reporting period you want to review.
- For high-volume transaction history, use API pagination to retrieve records in batches