Coinshift
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  • 🌐Welcome
  • About Us
    • 🎦Introduction
    • 👁️‍🗨️Overview
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  • Getting Started
    • 🛗Setting up a New Organisation
      • 🤳Request Access
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      • 🏢Create a New Organisation
        • 💻Create Organisation from Coinshift Dashboard
        • 🔁Switch Organisations
      • 🗳️Add Accounts (Safes, Wallets, etc.)
        • 💸Add Existing Safes
        • 🗃️Create a New Safe
          • 💰Transfer Assets To Your Safe
    • 🤝Joining an Existing Organisation
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      • ⚒️Connect Slack for an Org
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      • 📩Viewing Notifications in Slack and Discord
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  • How-To Guides
    • 📋How to Add Accounts
    • 👥How to Add Members
    • ❄️How to make a Mass Payout
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    • 💹Portfolio Management
      • 💵Token Portfolio Tracking (ERC-20)
        • 🪙Add Additional Tokens
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        • ⏲️Stream Payout
      • Transaction Builder
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      • 🚮Remove Account
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      • 🔁Swap Signers
      • 💫Change Safe Name
      • 🎚️Change Threshold
      • ℹ️Adding a Safe as a Non-Signer
      • 🛄Filter A Safe
    • 🎛️Transaction Management
      • ☄️Proposals
        • 📬Proposal Management
        • 🔰Active And Discarded Proposals
      • 🪜Queue
      • 🔎History
      • 🛄Filter Transactions
      • ⏬Export Transactions
      • 🆕Add Labels and Notes
      • ❎On-chain Transaction Rejection
    • 📤Fund Management
      • ❄️Mass Payout
        • 🪙Mass Payout in a Single Token
        • ✨Mass Payout (Multiple Tokens)
        • ⏫Mass Payout via CSV Upload
        • 📑Duplicating Transactions
      • 🔁Recurring Payout
    • 📜Contact Management
      • 🆕Add Contact
      • ✏️Edit Contact
      • 🚮Remove Contact
      • 📝Bulk Import Contact
    • 🏷️Label Management
      • 🆕Add Label
      • ✏️Edit Label
      • 🚮Archive/ Unarchive Label
    • 👤Member Management
      • 🆕Add Member
      • 🚮Deactivate Member
      • 🔎Filter & Search Members
    • 📱Supported Wallets
      • 🔐Hardware Wallet Support
        • ☑️Prerequisite
    • ⚙️Settings
  • FAQs
    • ❔FAQ: General Information
    • ✨FAQ: Onboarding
    • 🔔FAQ: Notifications
    • 🚀FAQ: Transactions & Operations
    • 📱FAQ: Coinshift Apps
    • 🔐FAQ: Hardware Wallets
    • ❓Technical Concerns & Troubleshoot
  • Resources
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  1. Coinshift Walkthrough

Transaction Management

Understanding transactions in Coinshift in detail.

PreviousFilter A SafeNextProposals

Last updated 1 year ago

Transactions, as the core of all operational inflow and outflow, play a crucial role in the financial activities of businesses and organisations. In an increasingly complex business landscape, it is important to have a robust transaction management and monitoring system to accurately track, audit, and manage each transaction across the organisation.

offers a simple interface designed to meet this need, allowing organisations to easily manage their financial operations. The application's foundation is its Safes, which are multi-signature wallets requiring only a pre-set threshold of signatures for transaction execution. This streamlines the process, eliminating the need for unanimous owner approval.

In situations where transactions are approved by other Safe Signers, and further investigation into the transaction details is required, Coinshift provides a user-friendly dashboard for easy access to the necessary information. This level of transparency and control ensures professional and efficient financial management within the organisation.

The Transaction section in Coinshift provides detailed information regarding each transaction, allowing users to understand who initiated it when it occurred, and the rationale behind it. Key data fields include:

  • Created On

  • Description

  • Safe Address along with Name (if any)

  • TX Hash

  • Amount

  • Status

  • Executed By

  • Labels (if any)

  • Notes (if any)

Under the Transaction tab, you will find various sections providing insights into ongoing (Proposals), queued (Queue), or past (History) transactions.

Explore the following articles to gain further insight into your transactions:

Continue reading to learn about these in more detail.

🎛️
  1. Proposals

Learn about proposals that Safe Signers or Members have initiated.

  1. Queue

Check the queued transactions that are ready for execution.

  1. History

Learn to review the history of all incoming and outgoing transaction details.

Filter Transactions

Learn to filter the transactions based upon various parameters.

Export

Download a copy of your transactions into your local system.

Add Labels and Notes

Learn to add labels and notes to an existing transaction.

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