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Transaction Search

To see a list of transactions, using the Navigation menu click "Transactions".

Click Transactions menu

By default the transaction screen will display the Overview tab.

Transaction overview tab

Using the date range to narrow your search criteria. You can use the pre-populated date filter or custom start and end dates.

Date range selection

Click on the "Records" tab to see the list of transactions for the selected date range.

List of transactions

To search for a specific transaction, click "Advanced Filter" in the top right of the page. This allows you to filter transactions by criteria such as merchant reference, transaction status, channel, and more.

Advanced filter panel

The filtered results will be displayed in the Records list.

Transaction search results

To see more information about the transaction, click on "View" from the actions column.

Click view action

Information for that transaction will be displayed.