The Transactions section provides all the basic tools for you to monitor day-to-day activity of your transactions.

Overview

On this page you can:

View the history and details of all transactions made by your clients.
Click on a specific transaction to view details of the transaction.
Download a list of the transactions to an MS Excel spreadsheet.
Filter transactions using the graphical interface, for example, by date range or by payment type.

The transaction details shown in the following table are displayed.

Transaction detail	Description
Date	Date the transaction occurred.
Status	Status of the transaction, for example `Pending` or `Declined`. For details, see Transaction states.
Description	Merchant name.
Transaction Type	Type of the transaction, for example `Pos Purchase` or `Cash Withdrawal`. For details, see Transaction types.
Amount	Value of the transaction.
Balance	Balance of the card immediately after the transaction was made.
Last 4	Last four digits of the Primary Account Number.

Filtering transactions

You can use the provided filters to reduce the number of transactions displayed so that you view only the ones you are interest in.

Use one or more of the the filters shown in the following table.

Filter selection	Details
Look up transaction	Look up by: Last 4 digits of card CRN Client ID Transaction ID
Payment Type	Possible values: Account ACH Card For details, see Payment types.
Transaction Type	For possible values, see Transaction types.
Transaction Status	Possible values: Cancelled Completed Declined Pending Returned For details, see Transaction states.
Date range	Click on From date and use the calendar to select the beginning date of the range. Click on the To date and use calendar to select the end date of the range to display.

You can search for a string in the fields shown in the following table. The search term can contain only alphanumeric characters and hyphens.

Field	Description
Transaction ID	Unique ID of the transaction, for example `a00862b0-a8f0-4cc2-a692-9ba142d129a0`.
CRN	Card Reference Number of the specific transaction.
Last 4	Last four digits of the Primary Account Number.
CRN	Customer ID of the card holder.

Click on the transaction you want to examine.
The details pane for the transaction is displayed on the right.

Click on Expand (down arrow) to expand the required section, for example Card info or Merchant info.
The relevant section is expanded. Depending on the status of the transaction, you may be able to change its status.

Filter the transactions to display those you want to download.
Click Download.
From the Save As popup, select the path and enter the file name to where you want to save the results.
Click Save.