• My Balance - Your remaining balance available to be used to send campaigns.
• Unclaimed Balance - Your balance that has been used to send campaigns, but have not been claimed or delivered. You still have a chance to use these if the campaign expires or gets cancelled.

The dropdown you see at the top shows a list of wallets that you have access to. This can be:

• Team Wallets - If you are part of a team that has a team wallet that has spend limits, you will see it on the list. It will show the available balance you have against that team wallet.
• User Wallets - If you have specific funds that are transferred to your wallet, they will show up here.
• Company Wallets - If you are an admin, you will see the Company Wallets here to check how much funds your company wallet has that has not been allocated to a team or user wallet.

Remaining Total Wallet Balances - Summary

• Balance Top-Up - Credit from adding funds to Company balance
• Balance Allocation - Credit or Debit from transferring funds from company balance to user balance (or vice versa)
• Currency Conversion - Credit or Debit from transferring funds from one currency to another
• Campaign Sends - Debit if engage is processed, credit if engage is cancelled. This will always be related to a campaign.
• Warehouse Sends - Debit if engage is processed, credit if engage is cancelled. This represent sends that come from the warehouse that is not related to a campaign, such as event sends, or warehouse transfers.
• Sourced Items - Credit to show the invoice specifically used to source items, or debit if the company wants to use their balance for sourced items.
• Refund - Credit given back to customer if a refund is needed, e.g. from an order cancellation.
• Other - Other transactions that does not fit any of the types

• Date - Date and time the transaction was created
• ID - Transaction ID which can used as a reference for any queries or issues
• Reference - Determines more information about the transaction, e.g. if the transaction was a Balance Top-Up, this will show the invoice number
• Transaction Type - Refers to the type of transactions, as explained above
• Campaign Type - Refers to the type of campaign that was sent (e.g. Marketplace, Handwritten Note, Bundle or Gift Card)
• User - User that was involved with the transaction. For Campaign Sends, this is the sender, for Balance Allocation, this is the user who was topped up, for Balance Top-Up, this is the Reachdesk Admin that processed the transaction.
• Team - Team the user belongs to. This is currently optional.

• Wallet Source - The wallet charged to process the transaction.
• Wallet Destination - The wallet that received the balance (for any balance transfers, top-ups or refunds).
• Amount - Amount that is credited or debited
• Currency - Currency that is used for the transaction
• Status - Current status of the transaction

  • Pending - Transaction is still pending. This will be under "unclaimed balances" until the transaction is processed.

  • Processed - Transaction has been completed and deducted or added to the user balance or company balance.

  • Cancelled - Transaction has been cancelled, either because of a cancellation, or an update in the amount of the transaction.