Mandatory transaction details are determined by the Reminders feature. Anything selected under 'Transaction rules' will be marked with a red dot in the transaction details for users to fill in. 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.
Here's how to find transactions with missing details on the web app:
- Log in to the web app at manage.soldo.com
- Click on Users and select your profile. Then click on the Transactions tab to see a list of your transactions.
- On the Transactions tab, you'll see the number of transactions with missing details and how to filter them, as well as a list of all mandatory fields.
- To filter transactions by missing details, click More filters.
- Under Required information, select Info not complete.
- This will bring up a list of transactions with missing details. Click on the transaction to see which details still need to be completed. Any mandatory fields will be marked with a red dot.
Here's how to find transactions with missing details on the mobile app:
- Log in to the mobile app at manage.soldo.com
- You'll land on the Activity section when you open the app, where you'll see a list of your transactions
- Check the icons on the right-hand side to see which transactions have missing details. Completed transactions will show green icons, and incomplete transactions will show grey icons.