Transactions

Overview

Transactions is the central location for viewing and managing all royalty-related payment records. This section consolidates details such as payees, transaction statuses, payment providers, and amounts. By using the Transactions screen, you can quickly filter, import, export, and troubleshoot payment activities—all in one place.

In the screenshots above, you can see:

• List of All Payments with high-level metrics (e.g., total payments amount).

• Filter and Search options (e.g., Payment Provider, Date Range, Transaction Status).

• Transaction Details such as creation date, transaction date, and status indicators (Paid, Failed, Sent for Update).

• Context Menu Actions to add new transactions, export or import existing ones, or perform quick actions on specific records.

Transactions can be created automatically through integrated royalty runs or manually via imports or direct adds, making it flexible for both routine and one-off payments.

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Who Is It For?

• Payees: See the status of their payments and track any issues (e.g., failed or returned payments).

• Enterprises / Administrators: Monitor all outgoing payments, reconcile accounts, and handle exceptions like failed payments or incomplete payee data.

Real-World Scenario #1

A music distributor needs to see at a glance which payees have been paid for the latest royalty run. By opening Transactions, they can confirm the amounts, providers, and statuses (e.g., “Paid” or “Failed”) for each payee.

Real-World Scenario #2

A publisher receives updated payee information—bank details have changed for several creators. Rather than editing each transaction manually, they use Import Transactions to bulk update any transactions flagged as “Sent for Update.”

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Key Benefits

• Consolidated View: One-stop overview of all payment-related activity.

• Flexible Management: Add, edit, or update transactions individually or in bulk.

• Clear Status Indicators: Quickly see which payments succeeded, failed, or require attention.

• Filtering & Search: Easily find specific transactions by date range, payee, provider, or status.

• Import/Export Functionality: Streamline bulk updates or analysis outside the platform.

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How It Works: Step by Step Guides

• How to Add a Transaction

• How to Filter and Search Transactions

• How to Export Transactions

• How to Import Transactions

• How to Retry or Update a Failed Payment

(Note: Replace “#” with actual links to the “How To” guides once available.)

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Frequently Asked Questions

1. Why do I see “Failed” next to certain transactions? This usually indicates an error with the payment provider or invalid payee information. You can retry once the underlying issue is resolved (e.g., updated banking details).

2. Can I bulk-update transactions that are “Sent for Update”? Yes. Use the Import Transactions feature to upload updated records, or proceed manually by selecting each affected transaction and editing the details.

3. How do I reconcile payments across different providers? Use the Filter panel to isolate each provider (e.g., Tipalti, PayPal, Original Works), then export those transactions for external reconciliation or reporting.

4. What if my “Total Payments Amount” doesn’t match my accounting records? Make sure your filter settings include the correct date range and statuses. If discrepancies persist, export the transaction data and verify each payee’s payment history.

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Additional Resources

• Statements Documentation

• Royalty Runs Overview

• Payees and Payee Setup Guide

• Provider Configuration (Tipalti, PayPal, etc.)

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Next Steps and Future Releases

• Enhanced Reporting: Additional transaction-level reporting and analytics.

• Automated Alerts: Notifications for failed or returned transactions.

• API Integrations: Upcoming expansions for seamlessly connecting to external accounting systems.