This screen allows you to perform a search for card transactions using a combination of different criteria.
|View||Change the View to display and manage saved searches.|
|Reports||Click Reports to request to Request Transaction Details.|
|Search||Click Search to display or hide the Advanced Search criteria fields.|
|Group||Group data on the screen by predefined criteria.|
|Filter||Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records.|
|Export||Export the records on screen into a CSV file.|
|Refresh||Refresh the records on screen.|
|Settings||Use Settings to save the View and Group selected.|
Commercial Cards Search
To complete any type of search, a Billing Entity Number and Transaction Date or Post Date must be entered. Searches on fields that are left blank, will return all available data for that field. Each search field has different criteria that can be entered or selected from an existing list.
- String values: Choose from Like, Equal To, Not Equal To
- Amount values: Choose from Equal To, Note Equal To, Greater Than, Less Than, Between
- Date values: Choose from Specific Date, Date Range, Rolling Dates
- List values (Credits/Debits): Choose from Both, Debits Only, Credits Only
- Billing Entity Number/Merchant Group Code/Merchant Group values: Choose Equal To or Not Equal To. To add a value, click Add and select the values to include in the search criteria.
To complete a search, follow the steps below.
|1||Add one or more Billing Entity Number(s) and select a Transaction Date or Post Date|
|2||Refine the search further by including one or more of the following into the search criteria:
RESULT: A list of matching transactions are displayed.
|4||Click on a transaction to view the Transaction Details in a pop-up window:
|5||To perform another search or to save the search, click Search on the Control Bar.
RESULT: The search criteria fields are displayed.
For information on how to customise grids, click here.
|Billing Entity Number||Registered billing entity number.|
|Billing Entity Name||Registered billing entity name.|
|Post Date||The date the transaction was finalised and posted to the card.|
|Transaction Date||The date the transaction occurred.|
|Card Number||The number on the card.|
|Cardholder Name||The name of the person to whom the card is issued.|
|Debit||The total amount debited from the card.|
|Credit||The total amount credited to the card.|
|Billing Amount||The total amount charged for the transaction.|
|Billing Currency||The currency of the billing entity.|
|Transaction Amount||The total amount of the transaction.|
|Transaction Currency||The currency of the transaction.|
|Merchant Name||The wholesaler or retailer who processed the transaction.|
|Merchant Location||The location where the merchant is located and where the transaction took place.|
|Merchant Category Code||A merchant category code (MCC) is a four-digit number assigned to your business to accept credit cards as a form of payment.|
|Merchant Group||The merchant group the merchant belongs to.|
|Overseas Transaction Fee||Fee charged on Australian dollar transactions where the merchant or financial institution accepting the transaction is located overseas.|
|ATM Operator Fee||The charge issued by banks and interbank networks for the use of their automated teller machines (ATMs).|
|Estimated GST Amount||The estimated GST amount for purchases.|
|Authorisation Code||The authorisation code that is sent at the time of the transaction from the bank to either authorise or decline a sale.|