Introduction

Advanced Search allows you to locate transactions in the Business Center by applying one or more filters to specific fields.

Important: Effective March 19, 2026, the available search range in Advanced Search was reduced from 13 months to 6 months. To locate transactions older than 6 months, use Reporting in the Business Center, which supports searches for up to 18 months of transaction history. For additional information, refer to Reporting - Generating and Utilizing Reports in the Business Center.

Overview

Use Advanced Search to find transactions by selecting a date range and adding one or more filters to narrow your results.

Procedure

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

3. Select a Date Range for the search.

4. Select Add a filter.

5. Select the appropriate category or field.

6. Enter the value you want to search for in the selected field.

7. Select Search.

8. Repeat the previous steps to add additional filters as needed.

You can add as many filters as needed to narrow your search results.

Example

To search for a Visa credit card transaction from last month for a customer with the last name Smith:

1. Set Date Range to Last Month.
2. Select Add a filter > Payment Category > Credit Card > Visa.
3. Select Add a filter > Last Name > Smith.
4. Select Search.

Additional Resources

After completing your search, you can Save your search criteria for future use and Export your search results.