12 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 Portal home page.

  2. Click Transaction ID.

  3. Enter the Transaction ID and click Search.

If successful, the Transaction Details Summary page displays with the details of the transaction.

12.1 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.

Trace ID

The unique trace identifier.

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.

Note

The note attached to the transaction.

Merchant Location

The name or city of the merchant.

Processing Code

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

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.

Network Type

The network associated with the transaction. For example, Visa or Mastercard.

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 perform and advanced 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.

    Click Clear to remove any search criteria previously selected.

12.2 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.

    This displays the Columns Customisation.

  2. You can drag the columns to re-order, remove unwanted columns by setting the toggle button next to the field off, or add new columns by toggling the button on. These changes are applied immediately.

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

12.3 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.