Instructions

Save a Transaction Search in the Business Center

1. Sign in to the Business Center.
2. From the navigation panel, select Transaction Management > Transactions.

3. Search for transactions by searching across commonly used fields with free-text you enter in the Search box, or by using Advanced Search, specifying values to match against specific fields.
4. Select Save.

5. Name your saved search criteria, and select the check mark to confirm.

Retrieve a Saved Search

1.  Select Saved Searches.

2. Select the saved search criteria you want to apply.

Edit a Saved Search

1. Make any necessary changes to the current search and select Save or Save As to save a new transaction search.