Overview
Payment Manager is your firm's central reporting engine. The Payment Search tab allows you to quickly locate specific transactions processed through the system. Whether you need a broad overview or a granular look at a specific payment field, this tool provides the data you need.
⚡ Quick Search
Located in the upper left corner of the screen, Quick Search is the fastest way to find a specific transaction.
How to use: Enter a Cardholder name, amount, or ID and click Search to see instant results.
📅 Date Range Reports
The Date Range selector in the upper right provides pre-made reports for common time periods:
Today & Yesterday
Past 7 Days
Month to Date
Year to Date
Pre-made reports only display Approved transactions. Declines and errors are excluded from these views. To find a failed payment attempt, use the Advanced Search feature below.
🔍 Advanced Search
Advanced Search allows you to filter by specific data points and includes all transaction activity (Approved, Declined, and Errors).
Custom Filters: Use the drop-downs to select fields and matching criteria.
Add Fields: Click the Add button to stack multiple search parameters.
Logic Toggle: Only check "Show me transactions that meet ANY of the parameters" if you want broad results. Leave it unchecked if the transaction must meet all conditions.
🛠️ Tips for the Search Results Grid
Once your results appear, use these tools to manage your view:
Show Search Parameters: Click the arrow at the top to modify your filters.
Column Configurator: Click the Gear/Icon (upper right) to choose which data columns are visible.
Organize: Drag and drop columns to rearrange them, or click the triangle in the header to Sort.
Export: * Full Export: Downloads all transactional raw data in Excel format.
Export Current Columns: Only downloads the data currently visible in your grid.
Your column settings are saved at the user level. Once you arrange your grid, it will remain your default view every time you log in.