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How do I find transactions with missing details?

Unlimited Plan Plus Plan

Mandatory transaction details are determined by the Reminders feature. Anything selected in the Transaction rules section of Reminders is grouped and shown under Mandatory details for each transaction..
MA_Transactions_MandatoryGrouped_202511_EN.webp

Tip: For more information on the Reminders feature and how to set it up, refer to this article: What are Reminders and how do they work?

A transaction is only considered complete when all the mandatory fields have been filled in. For transactions with missing details, users will need to log into their accounts and complete these before they can be reviewed. 

Follow the short steps below to quickly find and view transactions with missing details in the web and mobile apps.

View (your own) transactions with missing details

  1. Log in to the web app.
  2. From the navigation menu, select Users and select your profile.
  3. Select the Transactions tab to see a list of your transactions.
    WC_Transactions_MissingDetailsTransactionsTabAnnotated_202504_EN.webp
  4. If you've enabled the Mandatory details column in the column settings, you'll be able to see which ones have missing details. Otherwise, you can quickly apply a filter to show only transactions with missing information by following the steps below.
    WC_Transactions_MissingDetailsColumnViewAnnotated_202504_EN.webp

Show only transactions with missing information

  1. From the transactions tab, select More filters.
    WC_Transactions_MissingDetailsMoreFiltersAnnotated_202504_EN.webp
  2. Under General filters, expand the Mandatory Details filter option.WC_Transactions_MissingDetailsMoreFiltersMandatoryAnnotated_202504_EN.webp
  3. Check the box for Missing and then select Apply filters.WC_Transactions_MissingDetailsMoreFiltersMandatoryCheckedAnnotated_202504_EN.webp
  4. You'll now only see a list of transactions with missing required information. WC_Transactions_MissingDetailsMoreFiltersAnnotated_202504_EN (1).webp
Tip: You can apply additional filters like specific dates, wallets, or cards to further refine your results.

View transactions with missing details in the mobile app

  1. Log in to the mobile app
  2. You'll land on the Transactions section when you open the app, where you'll see a list of your transactions.
  3. Tap on the Filter icon.
    MA_Transactions_Missing_FilterIcon_202602_EN.png
  4. From the filter options, tap on Mandatory details.
    MA_Transactions_Missing_FilterOption_202602_EN.png
  5. Choose "Missing", then tap Confirm.
    MA_Transactions_Missing_ListUnfiltered_202602_EN.png
  6. Your transaction list will automatically update and show only those with missing mandatory information.

Mandatory transaction details are determined by the Reminders feature. Anything selected in the Transaction rules section of Reminders is grouped and shown under Mandatory details for each transaction..
MA_Transactions_MandatoryGrouped_202511_EN.webp

Tip: For more information on the Reminders feature and how to set it up, refer to this article: What are Reminders and how do they work?

A transaction is only considered complete when all the mandatory fields have been filled in. For transactions with missing details, users will need to log into their accounts and complete these before they can be reviewed. 

Follow the short steps below to quickly find and view transactions with missing details in the web and mobile apps.

View (your own) transactions with missing details

Who: All users
  1. Log in to the web app.
  2. From the Home screen, select the Transactions tab.
    WC_TransactionSettings_HomeTransactionTabAnnotated_202602_Surface_EN.png
  3. If you've enabled the Mandatory details column in the column settings, you'll be able to see which ones have missing details. Otherwise, you can quickly apply a filter to show only transactions with missing information by following the steps below.
    WC_TransactionSettings_MissingInfoColumnFilterEdit_202602_Surface_EN.png

Show only transactions with missing information

Who: All users (subject to the data you can access according to your role and permissions)
Tip: You can apply this filter on any transaction table that you're able to view according to your role and permissions.
  1. From a transactions table, select More filters.
    WC_TransactionSettings_MissingInfoMoreFiltersAnnotated_202602_Surface_EN.png
  2. Under General filters, expand the Mandatory Details filter option.
  3. Check the box for "Missing" and then select Apply.WC_TransactionSettings_MissingInfoMoreFiltersMissing_202602_Surface_EN.png
  4. You'll now only see a list of transactions with missing mandatory details. 
Tip: You can apply additional filters like specific dates, wallets, or cards to further refine your results.

View transactions with missing details in the mobile app

  1. Log in to the mobile app
  2. You'll land on the Transactions section when you open the app, where you'll see a list of your transactions.
  3. Tap on the Filter icon.
    MA_Transactions_Missing_FilterIcon_202602_EN.png
  4. From the filter options, tap on Mandatory details.
    MA_Transactions_Missing_FilterOption_202602_EN.png
  5. Choose "Missing", then tap Confirm.
    MA_Transactions_Missing_ListUnfiltered_202602_EN.png
  6. Your transaction list will automatically update and show only those with missing mandatory information.

Availability

Who: All users (subject to the data you can access according to your role and permissions)
Pricing plan(s): Plus, Unlimited
76 people voted. Sum of votes: 24
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The financial services provided to customers resident in or with registered office in the UK are provided by Soldo Financial Services Ltd., a company incorporated in the UK with company number 09495650, whose registered office is 119 Marylebone Road, London, NW15PU, United Kingdom, authorised as an Electronic Money Institution by the Financial Conduct Authority (firm registration number 900459). Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated. The card is issued by Soldo Financial Services Ltd pursuant to a licence issued by Mastercard International Inc. Soldo Financial Services Ltd. (data protection number: ZA147304) complies with all applicable data protection and privacy legislation in force from time to time in the UK and the EU including the General Data Protection Regulation ((EU) 2016/679) and the Data Protection Act 2018. All communications related to financial services provided by Soldo Financial Services Ltd shall be sent to Soldo Financial Services Ltd., 119 Marylebone Road, London, NW15PU, United Kingdom.