AUTH-WEB: PAD Transactions UI Enhancement

bcgov / entity

ServiceBC Registry Team working on Legal Entities

Apache License 2.0

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AUTH-WEB: PAD Transactions UI Enhancement #12222

Closed jyoti3286 closed 2 years ago

jyoti3286 commented 2 years ago

Reconciliation issues

It has been reported that clients are not able to reconcile their PAD transactions between BC REg Account and their Bank account Some of the reasons:
- The amount which we send them that will be deducted doesn't match with their list of transactions on that particular day
- OUr transaction UI doesn't show what record we sent to CAS on a particular day - as we have a cut off for 6:30

Enhancement requests

Include timestamp on the Transaction date field, so that users are able to compare the records based on timestamp
Some grouping if possible to show what record we sent to CFS for daily settlement (Future work)

seeker25 commented 2 years ago

jyoti3286 commented 2 years ago

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jyoti3286 commented 2 years ago

For testing, just make sure to test the exporting option

seeker25 commented 2 years ago

The date is already in the CSV:

this is a minor frontend change.

seeker25 commented 2 years ago

When there is a long date and a status of REFUND... seems it scrolls a bit.

https://dev.bcregistry.ca/business/auth/account/387/settings/transactions

A few options: a) I think the outer padding for Transactions is 40+40, not sure if we could turn this down to 20+20... b) We could display 24 hour time (would get rid of a space and AM/PM) c) Abbreviate the month to MMM, dd (EX. Sep, Mar, Apr etc) d) Leave it?

jyoti3286 commented 2 years ago

Hey Travis, for now, just leave it.

AshnaMehta commented 2 years ago

requested timestamp is available for transactions and in CSV export file as well.