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Transaction Manager

 

The Transaction Manager screen is displayed by clicking on the Reports navigation button. The Transaction Manager is where you view completed and pending transactions for credit cards and account transfers. It is also the entry point for allowing voids and credits of completed credit card transactions. The tutorials below are designed to give you a basic over view of what the Transaction Manager can do. The data contained in the Transaction Manager will depend on what processes you have already performed. Thus, in most cases, the data presented here may not be identical to the data available on your workstation (i.e., Transaction Types, Authorization IDs, dates, and approval types will differ). The tutorials also assume that you are logged in as the Administrator.

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Summary of Features

Security Restrictions

Layout / User Tips

Tutorial - Processing Pending Transactions

Tutorial - Using a Card Reader for Reports

Tutorial - Exporting Transaction Data

Tutorial - Voids, Credits, Adjustments