Central — Active Balance

Overview

The Active Balance page shows active balance records for payment gateway disbursements and settlements. Admins use this page to filter entries by date, payment gateway, and active setting state, then review invoice rows and submit selected balance actions.

Access

• URL: /dashboard/active-balance
• Role required: Admin
• Navigation path: Sidebar > Payment Settings > Active Balance

Page layout

Header

The page header contains the title of the page.

Element	Type	Description
Active Balance	heading	Main page title

Filter area

The top section includes the date range, payment gateway filter, active setting toggle, and search controls.

Element	Type	Description
Date	date picker	Start date for the active balance range
End Date	date picker	End date for the active balance range
Payment Gateway	dropdown	Filter results by payment gateway, default is All
Disbursement	toggle switch	Use setting switch to include/exclude active balance setting rows
Search	button	Apply filter values to refresh the results
Reset	button	Clear filters and reload all records
Generate	button	Generate the active balance report; may be disabled until required filter criteria are selected

Active Balance table

The main table lists active balance records with invoice details and row-level submit actions.

Column	Description
No	Row number
Date & Time	The creation timestamp of the balance record
Created By	Admin user who created the record
Payment Gateway	Gateway name and type (example: gpay (wd))
Category	Transaction category such as Cash Advance or Settlement
From & To	Source date range for the balance calculation
Disbursement Date	The scheduled or actual disbursement date
Amount	Transaction amount formatted with separators
Invoice ID	Unique identifier for the invoice or record
Action	Row action button to submit the balance record

Pagination and data controls

The bottom of the table includes page navigation and row count controls.

Element	Type	Description
Rows: 10	label	Number of rows visible per page
go to page	input	Page navigation input for direct page jump

Actions

Filter active balance records

1. Choose the Date start date.
2. Choose the End Date finish date.
3. Select a Payment Gateway or leave it as All.
4. Toggle Use setting if you want active balance rules applied.
5. Click Search to refresh the table with the selected filters.
6. Click Reset to clear filters and show the full list again.

Generate report

1. Adjust filters as needed.
2. Click Generate to create the active balance report for the current filter range.
3. If the button is disabled, verify the required date range and filters are entered first.

Submit a balance row

1. Find the row you want to process in the active balance table.
2. Check the Invoice ID, Category, Amount, and Disbursement Date for accuracy.
3. Click the Submit button in the row action column.
4. The row action may be disabled for records that cannot be submitted.

Notes

• Active Balance is primarily a review-and-submit page for payment gateway disbursement records.
• The Use setting toggle controls whether the active setting filter is applied.
• The Generate button is part of the report workflow and may require a valid filter selection to become active.
• Each row has a Submit action to process the invoice or balance entry.