Search for Card Transactions

See Overview

You can search for a specific card transaction by several different parameters, such as billing status of the transaction, date range for the transaction, date range when the transaction is posted, the name of the group with which the card is associated, the card type, the product purchased, and others.

To search for card transactions:

  1. On the top menu, select Accounts & Transactions and then click Card Transactions. The Card Transactions page appears.
  2. Enter the details, as required.

  1. Click Search. The search results appear.

For information on the fields, click

 

  • To reset the search criteria you entered, click Reset.
  • To export the card transaction details to an Excel sheet, click Export to Excel. You can either access the spreadsheet to view the results immediately, or save it on your local drive to view the results later.