Searching Transactions

If you need to locate a specific transaction or recurring transaction record, you can search for it using the reporting search function. There are two different search interfaces – one for regular transactions and one for recurring transactions – both which are located under “Reports” in the main menu and at the top of the options for the “Transactions” and “Recurring” report sections. 

Search Transactions

The search transactions interface has a group of fields that can be used to set search parameters: 

  • Trans ID Str: This is the unique identification number affiliated with every transaction processed through Acceptiva’s gateway. 
  • Form: This is a drop down list of all the forms the for which user has permission to see transactions.  By choosing an option from the list, the resulting search will show only transactions which were processed via the selected form. Only forms with the Active status will be displayed in this list.
  • Payer's Name: You can search by entering either the complete or partial name. For example, if a payer’s name was “John Wallstreet”, the user could enter “John Wallstreet” or “Wall”, and transaction records for John Wallstreet would be returned in both cases.
  • Payer's Email: The email associated with the transaction.
  • Name on Card/Account: The name entered in association with the payment information.
  • Card/Account Number: This field searches on the last four digits of the credit card or bank account number the payer entered.
  • Total Amount: Search transactions based on the amount of the payment.  You can use the drop down list to search for a transaction that “Is Less Than”, “Is Less than or Equal To”, “Equals”, “Is Greater Than or Equal To”, and “Is Greater Than” the entered amount. 
  • Date: Specify the date range within which to search for the transaction.  By default, this is set to "Today."

Search Recurring 

The search results from the Search Recurring interface will return results of recurring records, which contain the information each follow-on recurring transaction is based on. The available fields for setting the parameters of the search are similar but there are a couple of differences:

  • Trans Recur ID Str: This is the unique identification string affiliated with every recurring transaction.
  • Active? There are three radio buttons where the user can select to display only recurring transactions that are active, inactive, or to display both recurring and inactive transactions. By default the “Yes” radio button is selected so that active recurring transactions will be returned in the search results.
  • Installment Amount: This is the amount that is processed with each follow-on recurring transaction.