Help Center / My Account / View Transaction History
Step-by-step guide

View Transaction History

Use Transaction History in My Account to review account transactions, understand transaction types and statuses, and use filters to find the activity you need.

Estimated time: 3 minutesTopic: My AccountBest for: Portal users
Remember: Our team is still here to help

Transaction History gives you account visibility, but Deppmann Accounting and customer service remain available if you have questions about a payment, credit, invoice, or transaction status.

Before You Begin

Log into your portal account and have any known transaction date, amount, invoice number, or payment reference available.

  • Confirm that you are signed into the correct account.
  • Know the approximate date or amount when possible.
  • Remember that transaction status may change as payments or credits process.
  • Contact Deppmann if a transaction appears incorrect or unfamiliar.

Steps

  1. Open My Account

    Select My Account from the portal navigation.

  2. Open Billing

    Select the Billing section.

  3. Open Transaction History

    Choose Transaction History to review account activity.

  4. Review transaction types

    Review the type shown for each transaction, such as a payment, credit memo, invoice-related activity, or other account transaction.

  5. Review transaction status

    Look at the status shown for the transaction.

    • Status wording may vary by transaction type.
    • A transaction may be pending before it is fully processed.
    • Contact Deppmann if the status is unclear.
  6. Use filters to narrow the list

    Use available date, status, transaction-type, or other filters to find the desired record.

    • Start with a date range.
    • Add another filter if the list is still too broad.
    • Clear filters when you want to return to the full history.
  7. Review the transaction details

    Use the available record details to confirm the amount, date, reference, and status.

Tips

Start with the date range

A narrow date range can make it much faster to find a transaction.

Use invoice or payment references

Reference information helps distinguish similar amounts.

Allow time for processing

Recent payments or credits may not immediately show a final status.

Review the invoice too

If the transaction relates to a specific invoice, compare the invoice balance and status.

Common Questions

Where is Transaction History?

Open My Account, select Billing, and choose Transaction History.

What types of transactions are listed?

The list may include payments, credits, invoice-related activity, and other account transactions available in the portal.

Can I filter the list?

Yes. Use the available filters to narrow by date, type, status, or other criteria.

Why does a transaction show as pending?

The transaction may still be processing.

What if I do not recognize a transaction?

Contact Deppmann for help reviewing the account activity.