Tips for Effective Transaction Searches

The Transaction Search can provide quick access to your transactions and related information when you take full advantage of its search capabilities and results. The table below provides some examples of specific types of searches and tasks when using the Transaction Search, and provides solutions for each.

Transaction Search Tips

I am a...

And I would like to...

Solution

Merchant

Locate a single transaction.

Search for transactions by Payment ID or Acquirer Reference Number (ARN).

Search for transactions by last four digits of an account number.

Use the Account #/Token # field to enter the last four digits.

Note: When searching by last four digits, you must also include the Method of Payment and the Purchase Amount.

Search for transactions by specific data points (for example, Method of Payment, or Customer Name, or Purchase Amount).

Enter individual search terms in a specific field.

Merchant
(continued)

Search for transactions by multiple data points (for example, Customer ID and Purchase Amount and Billing Zip Code).

Enter multiple search terms in several fields.

Presenter

Search for transactions for all of the merchants that I present for.

Select All in the Merchant field.

Merchant or Presenter

View exact matches of my search.

In the Search Results table, exact matches and partial matches are presented in separate result tables.

View partial matches of my search.

In the Search Results table, color-shaded match indicators display search criteria data points in different colors, depending on the degree of matching.

Refine my results when my search yields a large number of transactions.

At the top of the Search Results table, use the remove icon () next to search terms to further filter your results.

View all transactions repaired by Account Updater related to an Account Number or Token.

If you have selected Include AU Requests in your search, repaired transactions are included in your Search Results.

Start a new search.

Re-enter new search terms (and remove previous search terms as necessary) and click Search.