Transaction History

Use Transaction History exchange files to update account data related to financial transactions. Primary use cases include data entry to support display of payment and billing activity history.

No validation is performed to determine whether an Account_ID is valid.

* = required field.

Column Heading Column Description
Account_Transaction_ID* Unique identifier for the particular transaction. Must be unique across the utility.
Account_ID* An existing Account ID that does not need to be present in BEACON. For example, it could be an ID used in a billing or financial transaction processing system.
Transaction_Type* Enter one of: Bill, Bill_Cancellation, Adjustment, Adjustment_Cancellation, Payment, Payment_Cancellation.
Amount* Enter the amount of the transaction in the related currency (dollar, etc.)
Details Use this optional free-form field to enter notes and other information related to the transaction.
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