Transaction Management Dashboard Design

Transaction Management Dashboard Design for Agency Finance Tracking

Finance teams at agencies are reconciling transactions by cross-checking bank statements, spreadsheets, and accounting tools separately and then manually matching receipts to each line. Most transaction dashboards show raw lists with no status visibility, so Completed, Pending, and Cancelled items all look the same until you open each one.

We designed Orbix Studio Team's Transactions page, a clean finance dashboard built for agency finance teams and accountants who need full transaction visibility without leaving one screen. White table on a dark chrome frame, colorful gradient summary cards at the top, and color-coded status badges per row the state of every payment is readable before you read a single number.

𝗪𝗵𝗮𝘁 𝘄𝗲 𝗳𝗼𝗰𝘂𝘀𝗲𝗱 𝗼𝗻

3 Summary Cards: Net: +$2,844.00 USD, Money: +$4,234.00 USD, Money Out: -$1,123.00 USD. Month-to-date cash position visible in one row with gradient color coding per card.

Transaction Table: Google Workspace ($129.00) and Google PTE. LTD. ($289.00) entries across Checking ...23456 and ...13425 accounts are recurring vendor payments traceable by account and method.

Status Badges: Completed (green), Cancelled (red), and Pending Review (orange) inline per row payment state, readable without opening a single record.

GL Code Column: 5663 654 is shown per transaction accounting code visible directly in the table for faster reconciliation.

Filter Bar: Data Views, Filters, Date, Keywords, and Amount dropdowns plus Export. All large transaction logs narrowed in seconds.

Match Receipts CTA: The top-right button for receipt reconciliation is one action, always reachable without scrolling.

Tools: Figma, Jitter