You can use the transactions section in your portal to filter and view transactions based on available data. Here is how to access and use this tab.
Filtering transactions
1. Log in to your portal
2. Click Transactions in the menu
3. You can use any of the below to filter for the desired data
Filtering using the search bar
1. Click on the "+" sign and select all the filters you want to apply to your search
Once you select the parameter(s) it will appear below the search bar
Use the drop down next to entries to choose how many transactions you want to view per page.
The portal has a 30-day filter applied by default. If you want to adjust this date range you will first need to remove this filter and then apply the date range of your choice.
Filtering using transaction statuses
You can use the tabs below the search bar to filter for transactions based on their status.
Filter options and definitions:
| Category | Definition |
| Date | The date range you want to apply as your filter |
| Transaction type | The type of transaction you want to view (Refund, Accounts Payable, Wallet Transfer, etc.) |
| Transaction Method | EFT, Interac, Visa Direct, or Credit Card |
| Transaction status | The transactions status you want to view (Completed, Failed, Scheduled, etc.) |
| Fraud alert action taken | If an action was take on an alert that was triggered by a transaction |
| Fraud alert reported | If a transaction triggered a fraud alert |
| Failed Event | An event that did not complete successfully |
| User name | Name of user |
| User ID | Alphanumeric sequence corresponding to a unique user |
| Invoice ID | Alphanumeric sequence corresponding to a unique invoice |
| Subscription ID | Alphanumeric sequence corresponding to a unique subscription |
| Batch number | Number of the batch containing the transaction |
| Memo | A predetermined note that appears next to a transaction |
| Client Transaction ID | Alphanumeric sequence corresponding to a unique transaction |
If you are a partner, you can see all your customers' transactions in a summary format or you can filter down to view one customer's information at a time
Exporting data
You can export your transactions by clicking on .
