Bulk sales file details: more visibility, fewer clicks

    The file details page for bulk sales has been redesigned. You can now see every transaction line in an uploaded file, including those still being processed, and check the full history of any line yourself.

    What's new

    See lines that are still processing

    A new Processing tab shows transaction lines that haven't reached a final state, so you can tell at a glance how much of a file is still being worked through.

    Check the full history of any line

    Select View details on any row to open a panel showing that line's complete status history. Each entry shows the status, when it changed, and the team member who made the change where one was involved.

    Any actions available for that line sit at the bottom of the panel, so you can review and act in one place.

    Clearer actions

    Actions for each row are now grouped into a single menu, showing only the options that apply to that line.

    Refresh on demand

    A refresh button above the table loads the latest data whenever you want it. The table also continues to refresh automatically every 30 seconds while lines are still processing. The button disappears once everything has finished, and returns if new lines become available.

    Easier to scan

    The summary at the top of the page is now laid out in a clearer grid, and long file names are shortened in the middle so you can still see both the beginning and the end of the name.

    What hasn't changed

    Selecting rows and applying bulk actions works exactly as before.

    Note: This update applies to the bulk sales admin screens. There is no change to the supporter experience.

     

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