Transactions

Viewing and Exporting Transactions

To view a list of transactions, use the Transactions page.

1. Provide the transaction search criteria:

   • To add a transaction date range, enter or select dates in the From and To fields next to Transaction Date.
   • To search by transaction type, select a value from the Transaction Type drop-down menu.
   • To search by transaction status, select a value from the Transaction Status drop-down menu.
   • To search by the unique external identifier of the instrument (Balance or Card), enter it in the Instrument Reference field.
   • To search by the unique external identifier of the transaction, enter it in the Transaction Reference field.
   • To search by billing currency, select the currency from the Billing Currency drop-down menu.
   • To search by transaction currency, select the currency from the Transaction Currency drop-down menu.
   • To search by transaction amount, enter the minimum and maximum values in the Transaction Amount fields.

2. Select the Apply Filters button to display a list of transaction entries that match your search criteria.
   The results will be shown on the Transactions page.

3. To view details of a specific transaction:
   • Select the vertical three dots icon in the row of the transaction.
   • Choose View Transaction Details.
     The Transaction Details page will be displayed.

4. To export the list of transaction entries to a file:
   • Select the Download Transaction List Data link below the list on the Transactions page.
   • You may select the Close button in the confirmation window to close it without aborting the export.
   • When the file generation completes, the Download Transaction List Data link will change to a Download File link.
   • Select Download File to download the file in .csv format.