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How do I use the Transactions tab?

Updated this week

Overview

Your Transactions tab gives you a complete overview of all payments going in and out of your Juni and connected accounts.


How to review your transactions

You can filter your transactions to find what you're looking for. The filters include:

  • Date

  • Account

  • Card

  • Cashflow type

  • Currency and amount

  • Receipt status

If a receipt is missing, simply click the Add Receipt button next to the transaction to upload a receipt or invoice.

If you have an issue with a transaction, click on it, and in the transaction details modal that opens on the right side of the screen, scroll to the bottom and copy the transaction ID. Share this with our support team so we can assist you.

Learn more on how you can download account statements by visiting this article.

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