Search for Transactions using Advanced Search in Business Center
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03/04/2022 17:38 PM
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Advanced Search allows you to search for transactions based on values you specify for specific fields.
Search for Transactions Using Advanced Search
- Sign in to Business Center.
- From the navigation panel, select Transaction Management > Transactions.
- Select a Date Range for the search.
- Select Add a filter
- Select a category or field
- Enter the value to search for in the selected field.
A list of transactions meeting your search criteria will display below.
- Repeat the above steps to add additional filters as needed.
You may add as many filters as you want in order to narrow your search results.
Example
Search for a Visa credit card transaction from last month for a customer with the last name Smith:
- Date Filter > Last month
- Add Filter > Payment Category > Credit Card > Visa
- Add Filter > Last Name > Smith
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