Clarify Transaction History Display Behavior
When viewing a patron’s transaction history, selecting a transaction displays the related/paired transaction (e.g., waive vs. original charge). This behavior is working as designed but creates confusion because the displayed details do not match the selected row.
Current Behavior
• Staff select a transaction (e.g., a charge from 2/23/26) and select the history button.
• The system opens a detail view showing the associated transaction (e.g., the waive from 3/26/26).
• This makes it appear as though the system is pulling incorrect or reversed data.
User Impact
• Causes confusion and lack of confidence in the accuracy of transaction records.
• Requires additional explanation/training for staff.
• Slows down workflows when staff need to verify charges/waives.
Requested Enhancement
Improve clarity in the transaction history UI so users can easily understand the relationship between transactions. Potential options include:
• Clearly labeling the displayed record as a “Related Transaction” or “Linked Transaction.”
• Showing both transactions together in a paired or grouped view.
• Adding visual indicators (icons, arrows, or grouping) to connect related entries.
• Ensuring the selected transaction remains visible or highlighted when viewing details.