Overview

After imports are approved, operational data lives in two related areas under Daily Ops in the app:

App menu	What it is
Transactions	Facility transactions — measured truck loads at your terminal (the system of record for volumes, bays, and reconciliation)
External Transactions	Producer / third-party tickets — data from LoadCall, PakEnergy, Google Sheets, LACT imports, or manual entry, used to match against facility transactions

Together they support producer reconciliation: terminal loads on one side, producer or dispatch tickets on the other.

How they relate

flowchart LR
  A[Import bay files] --> B[Transactions]
  C[LoadCall / Sheets / LACT / Manual] --> D[External Transactions]
  B <-->|Match| D
  B --> E[Reconciliation & Reports]
  D --> E

1. Facility transactions come mainly from approved imports (TransLog per bay) or New Transaction.
2. External transactions come from integrations configured for external tickets or manual Add Transaction.
3. Matching links an external ticket to a facility transaction (same load, different source).
4. Reconciliation compares matched pairs and flags volume or status differences.

When to use which screen

Task	Go to
View today’s truck loads at the terminal	Transactions
Find a ticket by bay, producer, or report day	Transactions
Review LoadCall or producer statement tickets	External Transactions
Link a producer ticket to a terminal load	External Transactions
Create a missing terminal load	Transactions — New Transaction
Enter a producer ticket not from an integration	External Transactions — Add Transaction

Data sources

Facility transactions

• Approved import sessions (bay TransLog / CSV)
• Manual entry
• LoadCall when integration sync target is Transaction
• Google Sheets when target entity is Transaction

External transactions

• LoadCall when sync target is External Ticket
• PakEnergy sync
• Producer LACT import batches
• Google Sheets when target entity is External Ticket
• Manual Add Transaction

Permissions (summary)

Area	Typical permissions
List / view facility transactions	facility:transactions:list, facility:transactions:view
Create / edit facility transactions	facility:transactions:create, facility:transactions:update
List external transactions	facility:external-transactions:list
Create / edit external tickets	facility:external-transactions:create, facility:external-transactions:view
Match external to facility	facility:external-transactions:match

Related topics

• Managing Imports — how facility transactions are created from terminal files
• Transactions — facility loads list and detail
• External Transactions — matching workflow
• Reconciliation — after matching