Payment Transaction Search

Searchable Transactions

You can search on the following transactions:

• Credit card payments entered via iframe in POS and OnlineBill

• ACH transactions made via iframe in OnlineBill

• Creation of credit card E-Pay accounts in Care

  Note

  Payments made against existing E-Pay accounts and/or recurring accounts are not searchable as the payment account information is not being entered into a web browser iframe at the time of the transaction.

Search Criteria

The basic search lets you search for payment transactions by Account Number, Last Name, Amount, Approval Code or Provider Transaction ID. You may also enter a date range.

The advanced search (by clicking More Options) provides the following additional criteria:

• Payment Type

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• Response

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• User (enter user name)

Search Results

The Search results lists the matching transactions.

The following information is provided for each transaction (as available from the provider):

• Create Date

• Account Number

• Name

• Request

• Response

• Provider Transaction ID

• Approval Code

• Amount

• Payment Type:

  • Credit Card:

  • ACH:

    Note

    There are times when a result row will not have an icon. For those instances either an error occurred before the payment type was confirmed or the transaction doesn’t have a payment type (e.g.: save payment account).

Exporting the Search Results

The Transaction Search page provides an Export button in the lower right corner.

This lets users export search results that can then be used for audits. Clicking Export displays a blank loading screen and prompts users to either open or save the export as a .CSV file.

Transaction Details

Clicking the Create Date displays the corresponding transaction details.

This view has five tabs.

Note

This tab is only available for Admin users