New Page
The Transaction List tool allows you to generate a filtered list of transactions based on date, card type, and transaction type. It’s useful for reconciling batches, finding specific payments, or reviewing all recent activity.
Selecting a Date Range
Use this section to define the transaction time period you want to view. You can either:
- Manually enter a Start and End date
- Click one of the quick filters:
- Last 7 Days
- Last 30 Days
- Last Month
- This Year
Filtering by Card Type
Select one or more card types to include in your search results. The following options are available:
- Visa
- MasterCard
- American Express
- Debit / Interac
- Other Cards – includes card types outside of the major brands
Filtering by Transaction Type
Check the boxes for the types of transactions you'd like to see in your results:
- Sales
- Returns
- Voids
- Declines
You can further refine these results using the Advanced Options dropdown.
Advanced Options
This section lets you filter by more specific transaction types. You can select one or more of the following:
- Purchase
- Sale
- Pre-Auth Completion
- Void Purchase
- Void Return
- Force Post
- Pre-Auth
- Pre-Auth Force
- Auth Only
- Settlements / Deposits
- Balance Requests
These are particularly helpful when you're looking for a specific action in the transaction lifecycle (e.g. a Pre-Authorization that was never completed).
Sort Options
Choose how to sort your search results using the dropdown menu:
- Newest transactions first
- Oldest transactions first
Additional Notes
- The Show Refunds button at the top is a quick shortcut to filter the list by refund activity only.
- To narrow down transactions processed through specific payment tools like Payment Requests or PayMes, you can use the Search feature (return to the Main Menu). Simply enter the Reference Number with a % prefix to identify transactions from the following tools:
- %PR – Payment Requests
- %PM – PayMes
- %MTR – Manual Transactions
- %ER – Refund Requests