Difference between revisions of "Search Transactions"

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(Credit Card)
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==Credit Card==
 
==Credit Card==
===Search Criteria===
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'''Search Criteria''' - Use the search criteria to expand or narrow the search results.
===Transactions Grid===
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===Transaction Details===
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<center>'''Actions'''</center>
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'''Export Setup''' - Select the data you would like exported and the order in which you would like the data exported.
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'''Export Transactions''' - Save the currently displayed transactions to your computer as a text file with comma separated values.
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'''View Transaction Summary''' - View your transactions records in a printable format.
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==Transaction Details==
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Double click a transaction to access the transaction details.
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==Transaction Options==
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==ACH==
 
==ACH==

Revision as of 13:36, 14 May 2014

Search Transactions stores all your transactions for 2 years. Transaction records older than 2 years are available upon request. You can double click a transaction record for more details and options. Use the tabs at the top of the page to view transaction records for different tender types. (Credit Card, ACH, Prepaid / Gift Card, Cash, Check)



Credit Card

Search Criteria - Use the search criteria to expand or narrow the search results.

Actions

Export Setup - Select the data you would like exported and the order in which you would like the data exported.

Export Transactions - Save the currently displayed transactions to your computer as a text file with comma separated values.

View Transaction Summary - View your transactions records in a printable format.

Transaction Details

Double click a transaction to access the transaction details.

Transaction Options

ACH

Prepaid / Gift Card

Cash

Check