History — Digital Account
Access requirements
- Permission (module):
viewUser - License/Feature:
DIGITAL_BANKINGenabled on the tenant - Menu container: GENERAL → Users group → User list → eye icon → History tab → Digital Account sub-tab
What it is / when to use
The Digital Account sub-tab displays the user's complete bank statement — all movements processed by the integrated banking provider. Use it to verify received/sent PIX transfers, withdrawals, bill payments, banking fees, and to identify discrepancies between the balance shown on the platform and the provider's statement.
Available filters
| Filter | Options |
|---|---|
| Period | Last 30 days, 60 days, 90 days, All time, or custom range |
| Operation type | Transfers (PIX/wire), Withdrawals, Payments, Receipts, among others |
| Search | By transaction ID, PIX key, beneficiary/sender name |
Fields displayed per entry
| Field | Description |
|---|---|
| Date / Time | Date and time the operation was settled at the provider |
| Type | PIX, Wire transfer, Withdrawal, Bill payment, Fee |
| Description | Operation details (sender/beneficiary name, PIX key, barcode) |
| Amount | Movement value (positive = incoming, negative = outgoing) |
| Balance after | Digital account balance after the entry |
| Status | COMPLETED, PENDING, FAILED, REVERSED |
Related screens
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