7 Searching for a Transaction

If you know the Transaction ID, you can search for a transaction from the Thredd Portal: Cards and Transaction Management home page.

To search for a transaction using an ID:

  1. Launch Thredd Portal: Cards and Transaction Management to display the Thredd.

  2. Enter the Transaction ID and click Search.

  3. Thredd Portal: Cards and Transaction Management displays the card and transaction details for the cardholder and the specified Transaction ID.

    Figure 43: Transaction Search Results

7.1 Searching for a Transaction Using Additional Criteria

Thredd Portal: Cards and Transaction Management provides powerful and flexible search functions and filters to help you find specific transactions. This is useful when trying to locate a transaction using only partial information from a cardholder, such as the approximate date that a transaction took place. These options allow you to search using the following criteria:

Option

Description

Transaction ID

The unique identifier of the transaction.

Token

The unique identifier for the card.

Date

The date (dd/mm/yyyy) the transaction took place.

Transaction Type

The type of transaction, such as Authorisations. For more information on the available Transaction Types, see Appendix E: Transaction Types.

Transaction Status

The transaction status, such as Accepted.

Processing Code

The processing code, such as 000000 - Debits (goods and services).

Merchant Location

The name or city of the merchant.

Note

The note attached to the transaction.

Billing Amount

The billing amount of the transaction. Use the drop-down field to set the search to return values equal to the amount set (=), more than the amount set (>), or less than the amount set (<).

Currency

The billing amount currency for the transaction.

Transaction Amount

The transaction amount of the transaction. Use the drop-down field to set the search to return values equal to the amount set (=), more than the amount set (>), or less than the amount set (<).

Currency

The transaction amount currency for the transaction.

Card Type

The type of card associated with the transaction. Select from All, Regular, or Multi FX (MFX).

For more information on Multi FX, see Viewing Card Details.

To search for a transaction:

  1. Launch Thredd Portal: Cards and Transaction Management to display the home page.

  2. Select Cards and Transactions to display the Card Search options

  3. Select Transactions to display the Transaction Search options.

  4. Expand the page by clicking Advanced Search.

  5. Specify the search criteria and click Search.

    The results of the search display, with all transactions matching the criteria displayed below the Transaction Search options.

    Figure 44: Transactions Matching the Search Criteria

    Select Clear Search to remove any search criteria previously selected.

7.2 Customising Transaction Search Result Columns

You can customise the columns displayed in the Search Results by re-ordering them, adding new columns or removing unwanted columns.

  1. Click Columns in the Search Results pane.

    Figure 45: Select to Customise Columns

    This displays the Columns Customisation.

    Figure 46: Columns Customisation

  2. You can drag the columns to re-order, remove unwanted columns by clicking X or add new columns by clicking +. These changes are applied immediately.

  3. Click X in the top-right to close the Columns Customisation.

7.3 Next Steps

After finding the transaction(s) you want to examine, you can explore further details, for example, to discover why a transaction was declined. For information about interpreting the results displayed in the View Transactions screen and the colour-coding used, see Viewing Transaction Details.