Transaction Management: Overview
Description
Overview of Transaction Management
What's in this article?
Transaction Management helps you search, view, and perform additional actions on authorizations and transactions in the Transaction Management screen. You can search for transactions in a variety of ways:
- Use the Transactions page to search for transactions that have been processed (successfully or unsuccessfully) on your account or for one or more of your accounts.
- You can use the search toolbar to limit the results that display, and then add filters to refine which transactions are returned. The Transactions List displays details for each transaction meeting the merchant's criteria at a glance.
The Transaction screen should be used when additional research and or transaction actions may be required.
You can select the Request ID for more information about each transaction. A request ID is a 22-digit unique identification number given to any requests in the Merchant Dashboard.
For funding and reconciliation purposes, use the Sales screen as it will provide summary and detailed information for sales and activities from a daily funding perspective.