# Transaction

The Transaction tab displays transaction history which records detailed incoming and outgoing activities of funds used by your project. To make it easier for you to find transaction history, you can use the search feature by reference number or use the feature by date.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdaufOZ0gWLMzC3qn1IxVrUztztOs2UdHwKIOD0DJ8n5fI0A1kgqfNrbDtrX_w6Fq6tCP8LoV47mrvxo1uR91dxtZCEk3RVECvUcpJ0uC3eNUjdQLtHWaB7yQXOoHw_JmabYjyGCg?key=JC4pdY6eBv9UTR3zWxPM9F6L" alt=""><figcaption><p>Transactions</p></figcaption></figure>

<table><thead><tr><th width="164"></th><th>Description</th></tr></thead><tbody><tr><td>Ref No</td><td>Displays the unique reference number used for transaction identification.</td></tr><tr><td>Invoice Number</td><td>Displays the invoice number associated with the transaction .</td></tr><tr><td>Source</td><td>Displays the source of the transaction.</td></tr><tr><td>Amount</td><td>Displays the incoming balance amount. </td></tr><tr><td>Date</td><td>Displays the date of the transaction made.</td></tr><tr><td>Status</td><td>Displays the conditions of transactions carried out.</td></tr><tr><td>By</td><td>Displays the party who made the change.</td></tr></tbody></table>


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.cloudeka.ai/service-portal-ai/balance/history-balance/transaction.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
