Review Wallet Transactions and Receipts

Reconcile credits, debits, top-ups, adjustments, refunds, and transaction status.

Best for: Organization owners, billing administrators, finance approvers, event producers, and authorized support staff.

Before you start

Commercial actions and protected billing data require the correct organization role. Current plan, enterprise assignment, add-ons, seats, wallet, usage, payment state, and desktop license inventory determine effective availability.

• Confirm exact organization and authority.
• Record current subscription, entitlement, wallet, usage, or device state.
• Obtain required commercial approval before purchase, cancellation, payment, or license transfer.

Review workflow

1. Set period/time zone. Match finance report.
2. Open wallet history. Confirm organization.
3. Classify entries. Recharge, usage debit, adjustment, refund.
4. Open detail. Reference, amount, currency, status, date, description.
5. Match payment receipt. Stripe/payment record.
6. Match usage. Event/provider/service/date.
7. Investigate difference. Use safe IDs and calculations.
8. Store evidence. Redact sensitive fields.
9. Escalate unresolved. Billing support.

What success looks like: The approved commercial or license state is reflected in 4All and verified against the intended workflow.

Check your setup

• Prior balance + entries = current balance.
• Entries map to approved payment/usage.
• Exceptions documented.

Troubleshooting

Unknown debit

Trace service/event/time/rate policy.

Duplicate credit

Do not spend; escalate.

Pending

Wait for provider/webhook before retry.

Security and operational notes

• Financial data is sensitive.
• Do not alter evidence.
• Use segregation of duties.

Related guides

• Fund the Wallet and Manage Payment Methods
• Understand Usage Meters and Overage
• Usage and Reconciliation

Documentation status: Draft for billing, legal, security, and operational review. Validate current prices, entitlements, and UI before publishing.