Quick Search is the fastest way to pull up transactions that match one particular criteria.
- Go to Payment Manager in the left navigation bar.
- Locate the Quick Search section in the upper left corner of the Search Payment screen.
- Search by Cardholder name, amount or ID.
- Click the Search button. Results will automatically be displayed.
- If you wish to sort oldest to newest, click the sort button in the header of the Date column.
- Use filters at the top of each column to narrow your search (if necessary).
- Each report can easily be exported to Excel to save for your records. Simply click the Export to Excel button and save a copy on your computer.