Searching for transactions

  Unfortunately, the product documented here is currently only available in English.

The “Transactions” page allows you to search for requests and transactions that have been processed on your site reference(s) and/or Merchant Id(s) (MID). From here, you can view transaction details and perform actions, such as updates or refunds.


  Required user roles

Admin, Developer, TransactionUser, ViewFeesAndStatements, ViewTransactionsOnly


  How to access

Select “Transactions” from the side-bar.

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To perform a search for requests or transactions, you will need to fill out the form presented on the "Transactions" page:

  • Select:
    • If you have a TRU Connect account with us, you can specify the site reference(s) over which the search will be performed.
    • If you have a TRU Acquiring account with us, you can specify the Merchant Id(s) (MID) over which the search will be performed.
  • Stored Searches – Quickly restore the search criteria of a previously saved search. Click here to learn more.
  • Date Type – Select the type of date for the date range specified below.
  • Date – Specify the date range that the search will cover.
  • View Result - Select "On screen" to display the search results in the browser. Alternatively, select "Export" to download a local copy of the search results in CSV or XLSX file format.

    A maximum of 1,000 search results can be returned when viewing results on screen.
    A maximum of 100,000 search results can be downloaded when selecting the export option.

 

Advanced search criteria

Click the "Advanced" button to open an overlay that allows you to specify additional search criteria.

 


 

Filters

Filters are an advanced tool that can be used to narrow the search results further if needed. Only transactions meeting the selected criteria will be displayed in the results.

From the left of the overlay, click "Filters" to expand this section.

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From the options now visible, you can expand sub-headings and select different filters to apply. Sub-headings that contain applied filters are highlighted with a green number icon to represent the number of filters applied.

e.g. In the example below, Currency (ISO3a) is shown with "2" to indicate there are two currency filters applied from that sub-heading - in this case, "GBP" and "USD". This means that the subsequent search will only return transactions processed in those two selected currencies.

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Fields

You can customise the columns shown in the search results table. Only the fields ticked under the “Fields” section are included in the search results.

From the left of the overlay, click "Fields" to expand this section. From the options now visible, you can select different fields to be shown in the search results. Sub-headings that contain selected fields are highlighted with a green number icon to represent the number of fields that will be shown in the search output.

e.g. In the example below, Transaction Details is shown with "9" to indicate that 9 fields from that sub-heading will be shown as columns in the search output. Deselecting “Payment type” and “Settle amount” would remove these columns from the search results (decrementing the number shown to "7").

portal-trxsearch-2811-03-en.png

 


 

Click "Apply" when done to close the overlay. (Click "Cancel" to discard your changes)

  When filters have been selected, the "Show filters" button will be displayed. Click this to view a list of applied filters.

portal-trxsearch-1411-04-en.png

 

When ready to perform a search, click "Search".

 


 

Search results

The transactions that match the specified criteria are shown in the table. You can further filter the results by typing into the search box found in the upper-right of the search results. wally.png

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You can click the table headers to change the sorting. Or click the   icons on any given column to move columns left and right, hide them from view or freeze to keep columns visible when scrolling left and right.

portal-trxsearch-1108-07-en.png

 

Click the transaction reference (left-most column) to view further details on a transaction.

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Status

All transactions shown are assigned one of the following statuses:

Status Meaning
Settled Transaction complete.
The funds have been settled into your merchant account.
Settling Transfer of funds in progress.
Pending Transaction was successful and the funds are awaiting settlement.
You do not need to take any further action.
Manual
The same as “Pending” as described above, but fraud and duplicate checks have been manually overridden.
Suspended Transaction was authorised by the issuing and acquiring banks, but has been suspended.
This transaction will not complete unless action is taken.
You can view transaction details to establish further information, and perform an update to either cancel, or allow transaction to continue.
Cancelled Transaction has been cancelled.
Any reserved funds will be released to the customer.
Decline Transaction was declined by the acquiring/issuing bank.
Error Transaction failed due to an error.
You can view transaction details to establish further information.
Once the issue has been resolved, the request would need to be re-sent.

 

Display options

You can use the drop-down box found at the top-left of the results table to change how many results are displayed per page. The total number of records shown can be found in the lower-left of the table.

 

Export search results

After performing the search, you can click the "Export" button above the table to download a record of the search results. Downloaded files can be used to import the data into your own system or open in your spreadsheet software of choice.

When exporting search results, you are prompted to specify the format of the file to be downloaded from the following options:

  • CSV file - Download a CSV file delimited by either comma (,), semi-colon (;) or pipe (|).
  • XLSX file.

  Files are downloaded in the background, so you can continue to use Portal while you wait.
Click here to learn more about managing downloads.

 

Padding and font size settings

Click the   icon to access the following settings:

  • Compact - Reduces padding between table cells.
  • Increase font size - Increases size of text in the table.

Settings are applied immediately; you do not need to refresh the page.

 

Amending your search criteria

You can amend your search criteria by using the form displayed at the top of the page and clicking "Search" again.

  Remember - Any advanced filters applied in the previous search will still be in effect. To view applied filters, click "Show filters". To makes changes to applied filters, click "Advanced".

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