Lighthouse Business Manager Real-Time Transaction Manager

Description: Transaction Manager is a comprehensive tool in Lighthouse Business Manager (LBM) that enables merchants to effortlessly locate, analyze, and compare single or grouped transactions in real-time, with seamless search, sorting, and filtering options, customizable table views, and detailed transaction lifecycle tracking for informed decision-making.

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• Transaction List
• Transaction Detail
• Transaction Manager Data and Filter Additions

To watch more how-to videos, visit our video section.

Transaction Manager gives merchants a simple way to locate and analyze a single transaction or group of transactions.

Real-time loading of transactions while offering seamless search, sorting, and filtering options based on key order and transaction attributes. Users can easily customize table views and layouts to suit their preferences, ensuring a personalized experience. Additionally, it supports the export of both custom and default views, enhancing data accessibility and flexibility for users.

Example use cases:

• Lookup a customer order by request to gain insights on transaction status or order details
• Identify unsettled transactions from a specific day to week
• Lookup voided or refunded payments

Transaction List

The list view allows you to see key transaction data, such as the transaction ID, authentication codes, the total amount of transactions, as well as the primary amount and tip amounts. You can also see other identifiers, such as settled and unsettled transactions, which tell you if the transaction has been paid for or not.

     

Quick filters allow you to filter the data based on the day, last week, or last month.

A key feature of LBM Transaction Manager is the search utility, which allows you to filter across all transactions to isolate a specific field when searching for specific transactions.

Another key feature is the ability to create and edit custom reports. We can do this by selecting the three dots on the right and then selecting what column data we want to view. 

Select the "View" button to reload the data to fit your custom report needs. You can easily download this custom report as a CSV or an Excel file.

Transaction Detail

Drill into a specific transaction to view the associated order and ticket details and transaction lifecycle of events.

Merchants can efficiently compare and analyze data by viewing transactions side-by-side, enabling a comprehensive understanding of the information. Additionally, they can access key transaction details and status updates, facilitating informed decision-making. Moreover, an event log provides a quick overview of the processing timeline, enhancing transparency and efficiency in tracking transaction progress.

Transaction Manager Data and Filter Additions

This feature allows users to identify tickets and transactions by various criteria, such as Revenue Center, Day Part, batch number, batch date, terminal ID, and associated batch totals. Users can combine this data with existing configurable data sets to create, save, and export custom reports.