Search for Transactions using Advanced Search in Business Center
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07/12/2024 12:58 PM
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Advanced Search allows you to search for transactions based on values you specify for specific fields.
Search for Transactions Using Advanced Search
- Sign in to the Business Center.
- From the navigation panel, select Transaction Management > Transactions.
- Select a Date Range for the search.
- Select Add a filter
- Select a category or field
- Enter the value to search for in the selected field.
- Click on Search to the right
- Repeat the above steps to add additional filters as needed.
Example
Search for a Visa credit card transaction from last month for a customer with the last name Smith:
- Date Filter > Last Month
- Add Filter > Payment Category > Credit Card > Visa
- Add Filter > Last Name > Smith
After completing your search, you can Save your search criteria for future use, and Export your search results.
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