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# Transaction object in Analytics

> The Transaction object in Analytics records every account receivable transaction affecting the account balance in your Zuora tenant, and can be used with Net Billing and Net Payments metrics.

The Transaction object in Analytics records every account receivable transaction affecting the account balance in your Zuora tenant, and can be used with Net Billing and Net Payments metrics.

The Transaction object in Analytics provides a detailed record of every account receivable transaction that has an impact on the account balance in your Zuora tenant. You can use the data fields of the Transaction object with the Net Billing and Net Payments metrics.

The Transaction object consists of the following data fields.

<table>
  <tr>
    <th>
      **Data fields**
    </th>

    <th>
      **Description**
    </th>
  </tr>

  <tr>
    <td>
      Category
    </td>

    <td>
      Indicates if the transaction corresponds to billing or payment activity in Zuora.

      Values:

      * Payment
      * Billing
    </td>
  </tr>

  <tr>
    <td>
      Document Number
    </td>

    <td>
      The number of the document that the Transaction corresponds to. For example, the number of the Invoice that contains an Invoice Item.
    </td>
  </tr>

  <tr>
    <td>
      Document Type
    </td>

    <td>
      The type of document that the Document Number field corresponds to.
    </td>
  </tr>

  <tr>
    <td>
      Status
    </td>

    <td>
      The status of the transaction or the Transaction's document. For example, "Processed" for an Invoice Payment where the corresponding Payment has been processed.
    </td>
  </tr>

  <tr>
    <td>
      ID
    </td>

    <td>
      The unique identifier of the Transaction.
    </td>
  </tr>

  <tr>
    <td>
      Transaction Type
    </td>

    <td>
      The object name of the Transaction.

      Values for Transaction Category = “Billing” include:

      * Credit Memo Item
      * Credit Taxation Item
      * Debit Memo Item
      * Debit Taxation Item
      * Invoice Item
      * Invoice Item Adjustment
      * Invoice Adjustment
      * Taxation Item

      Values for Transaction Category = “Payment” include:

      * Invoice Payment
      * Payment Application
      * Refund Invoice Payment
      * Refund Application
      * Credit Balance Adjustment
    </td>
  </tr>

  <tr>
    <td>
      Transaction Subtype
    </td>

    <td>
      Provides additional categorical information about the transaction. The Transaction Subtype field is populated in the following manner depending on transaction types.

      Values for each transaction type in the ‘Billing’ transaction category:

      * Invoice Items: This field is null
      * Invoice Item Adjustment: This field is populated from the Invoice Item Adjustment Type field. Possible values include:

        * Credit
        * Charge
      * Invoice Adjustment: This field is populated from the Invoice Adjustment Type field. Possible values include:

        * Credit
        * Charge
      * Credit Memo Item: This field is null
      * Credit Taxation Item: This field is null
      * Debit Memo Item: This field is null
      * Debit Taxation Item: This field is null
      * Taxation Item: This field is null

      For payment transaction:

      * Payment. Type for Invoice Payment and Payment Application
      * Refund. Type for Refund Invoice Payment and Refund Application

      Values for each transaction type in the ‘Payment’ transaction category:

      * Invoice Payment: Possible values include:

        * External
        * Electronic
      * Payment Application: Possible values include:

        * External
        * Electronic
      * Refund Invoice Payment: Possible values include:

        * External
        * Electronic
      * Refund Application: Possible values include:

        * External
        * Electronic
      * Credit Balance Adjustment: Possible values include:

        * Credit Balance Transfer to Invoice
        * Credit Balance Application to Invoice
        * Credit Balance Refund
        * Credit Balance Increase from Overpayment
    </td>
  </tr>

  <tr>
    <td>
      Transferred To Accounting
    </td>

    <td>
      Indicates if the Transaction was transferred to an external accounting system, such as NetSuite.

      Possible values include:

      * Processing
      * Yes
      * Error
      * Ignore
    </td>
  </tr>
</table>

> The Transaction object in Analytics records every account receivable transaction affecting the account balance in your Zuora tenant, and can be used with Net Billing and Net Payments metrics.

## Docs

- [Dates for Net Billing and Net Payments](https://zuora.ferndocs.com/docs/platform/data/using-the-explorer/transaction-object-in-analytics/dates-for-net-billing-and-net-payments.md): The document outlines the dates for Net Billing and Net Payments metrics, which are derived from various transaction type objects used to group metrics data.