Watch the overview
About 2 minutes. A narrated explainer; the transcript is below. The written guide includes additional detail.
Read the video text
- 0:00Our training organisation has funded its account and analysed a file. This lesson connects credit movements, processing charges and invoices without mixing them together.
- 0:09Read the posted balance and the records shown for the period. Reserved amounts are not deducted from this figure; open available credits to see what can be spent.
- 0:18A training top-up adds prepaid value, while an analysis charge consumes it. These are different events even when they relate to the same survey.
- 0:27Use the file or operation reference to connect a charge to the validation run. Check the rows, rate and total shown rather than estimating from the filename.
- 0:37A quote describes the intended charge; the posted usage record shows the recorded transaction. Investigate a difference through the operation's status and billing history.
- 0:48Open the relevant invoice and check its status, organisation details and date. A payment invoice and a usage entry answer different accounting questions.
- 0:57If the organisation's invoice profile is incomplete, a document may be provisional. Correct the underlying organisation information through an authorised administrator.
- 1:08Permission to view a billing record and permission to export a document can differ. A missing download action does not necessarily mean the invoice is absent.
- 1:17When querying a charge, include its transaction or operation reference, the file identifier and the displayed status. Exclude secret keys and unnecessary personal information.
- 1:29Pause here. Find a sample top-up and a sample analysis charge. Explain which record proves funding, which records usage, and which document you would give Accounts.
Trace a charge to its cause
Our training organisation has funded its account and analysed a file. This lesson connects credit movements, processing charges and invoices without mixing them together. Read the posted balance and the records shown for the period. Reserved amounts are not deducted from this figure; open available credits to see what can be spent. A training top-up adds prepaid value, while an analysis charge consumes it. These are different events even when they relate to the same survey.
Inspect the processing record
Use the file or operation reference to connect a charge to the validation run. Check the rows, rate and total shown rather than estimating from the filename. A quote describes the intended charge; the posted usage record shows the recorded transaction. Investigate a difference through the operation's status and billing history. Open the relevant invoice and check its status, organisation details and date. A payment invoice and a usage entry answer different accounting questions.
Example: incomplete details
If the organisation's invoice profile is incomplete, a document may be provisional. Correct the underlying organisation information through an authorised administrator. Permission to view a billing record and permission to export a document can differ. A missing download action does not necessarily mean the invoice is absent. When querying a charge, include its transaction or operation reference, the file identifier and the displayed status. Exclude secret keys and unnecessary personal information.
Reconcile movements before comparing balances
An illustrative R100 top-up followed by R30 of posted usage leaves R70 before any authorised holds. A held amount, pending payment and posted debit do not describe the same event. Use the ledger labels and transaction context to explain what is currently available.
Compare the file, row charge and processing record when investigating usage. Do not infer that a balance change proves a survey passed validation. Billing describes credit movements; the file’s findings and review record describe its technical and approval state.
Practise and check your interpretation
Pause here. Find a sample top-up and a sample analysis charge. Explain which record proves funding, which records usage, and which document you would give Accounts.
The sample ledger has a R100 top-up and R30 analysis usage, leaving R70 posted. Authorised holds can make the spendable amount lower than the posted balance; read available credits for what can be spent. The funding record, usage record and invoice answer different questions. Use transaction/operation references and the actual invoice status when reconciling.
Use the signed-in onboarding library to record viewing progress and return to unfinished lessons. Watching the public article is useful for reference, but does not update your account’s lesson completion record.
Sources and scope
This guide describes the platform workflow; it does not establish a requirement of a TMH manual. Platform review and certification are described in the product documentation.