Searching and filtering transactions

Modified on Tue, 21 Nov, 2023 at 6:19 PM

Filtering transactions

The portal enables you to search for transactions by filtering certain transaction details.

The video below outlines how you can effectively use filters.

Searching transactions

The search function enables you to search for a transaction, transactions or term. Any term that is referenced in the transactions view is searchable including customer name, reference number, payment method, amount and source.

The video below outlines how you can use the search function.  

  • You can search with any number formart

  • You can search with full or part of reference number


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