Transaction Search

The Transaction Search screen helps you search for a specific transaction or transactions that meet a certain criteria.  

Feature
Description
Active Merchant
Select the merchant in the drop-down to view the associated merchant transaction
Language
Select the preferred language in the drop-down
Full screen button
Select to view dashboard in full screen
Select to minimize the menu bar
Search
Enter the entity to display the transaction data based on the search
 There are two sections: 
  • A Search bar that allows you to enter different criteria such as the date, types of cards used, etc. 
  • The results panel which returns results based on the criteria chosen.

Transaction Search

In Transaction search section, enter the details in the respective field to generate the transaction results.

Transaction Search

Figure 1: Transaction Search.
 
Field
Description
Active Merchant
Displays the active merchant
Transaction Store
Select the appropriate option. The valid values are:
  • Active Transaction
  • Archived Transaction
Search Type
Select the appropriate option. The valid values are:
  • Credit Cards
  • Checks
  • RTP
Transaction Type
Select the appropriate option. The valid values are:
  • All
  • Debit (sale)
  • Credit (Refund)
  • Sale
Transaction Start Date
Click the calendar widget. Select the start date.
Transaction End Date
Click the calendar widget. Select the end date.
Account/Card Number
Enter the account/card number
Routing Number
Enter the routing number
Confirmation
 
Status
Select the appropriate option. The valid values are:
  • All 
  • Approved
  • Partially Approved
  • Declined
  • Error
  • Voided
Amount
Enter the amount
Customer Code
  • Check the box if the customer code need to be displayed in the Result section. 
  • Enter the customer code
First Name
Enter the the first name
Last Name
Enter the last name
Company Name
Enter the company name
Customer Email Address
  • Check the box if the customer emil address need to be displayed in the Result section. 
  • Enter the customer code
Search
Click the search button to display the result per the search criteria

Transaction Search - Results

The Transaction Search- Results displays the data based on the search criteria.

Transaction Results

Figure 2: Transaction Search - Results.

Field
Description
Search
Enter the entity to search the data based on search criteria
Id
Displays the Id of the merchant
Transaction Date
Displays the transaction date
Merchant Code
Displays the code of the merchant
Status
Displays the transaction status
First Name
Displays the first name of the merchant
Last Name
Displays the second name of the merchant
Company
Displays the company name
Confirmation
  
Account/Card Number
Displays the account/card number of the merchant
Amount
Displays the amount