Search Payments

The Search Payments tool provides a dedicated interface to locate specific transactions and run pre-configured payment status reports. Its primary purpose is to help administrators quickly find individual payment records using unique identifiers, as well as audit unprocessed or daily payments for accurate financial tracking. This article is intended for OPS-COM administrators.

AccessingSetup and Configuration

There is no specific system configuration required to access this search tool. Running payment searches is a standard administrative function available to users with the Reportappropriate financial and payment management permissions enabled on their account profile.

Using this Feature

FromAdministrators thecan locate specific transactions using unique identifiers or utilize pre-configured reporting links to pull lists of payments based on their payment type and current processing status.

Searching by Unique Identifier

1. Hover over Payments menuand click on Search.

   

2. TheEnter pagethe willspecific refreshtext withstring into the PaymentsConfirm ReportingCode search form that gives you the ability to search by, Confirm Code, Transaction ID, Order ID, asor wellOrder asID a number of present search items below.

   

   Here is an example of searching basedfield on the confirmPayments codeReporting 7d444zbcdffe54b50bdeform.

   

3. ProvidedClick the confirmassociated search button. If the code exists in the systemsystem, the screen will automatically refresh withto display the Transactionspecific Detailstransaction details for that purchase.

Using Pre-Configured Searches

The search tool alsoincludes hasseveral a number of additional pre pre-configured searchessearch thatlinks willlocated below the main search fields. These links help you find grouped payment information quickly.
 Some of the reports willrequire have the ambilityyou to set a date rangerange, wherewhile others dowill notautomatically requirepull aall specifiedrelevant range.data.

Click any of the following links on the search page to generate the respective report:

• List Cheque Refunds

  

• List unprocessed Cash, Cheque and Money Order payments

  

• List unprocessed Credit Card payments

  

• List unprocessed Payroll Deduction payments

  

• 
  List unprocessed Internal payments

  

• 
  List ALL unprocessed payments

  

• 
  List ALL unprocessed adjustments

  

• 
  List ALL Processed Payroll Deductions

  

• 
  List All Processed Violations (byrequires a date range)

  

• 
  List Daily Processed/Submitted Payments (byrequires a date range)

Reviewing the Daily Processed or Submitted Payments Report

YouWhen mayyou select the List Daily Processed/Submitted Payments option, you must specify your search parameters.

1. Select the desired date range using the provided fields.

2. Select whether you wish to search for submitted payments asor wellprocessed aspayments.

   Processed
payment
3. in

   Click this report. Thethe search criteriabutton screento willgenerate lookthe like this:report.

   

Key Information Displayed: The resulting report willis havedivided into two sectionsdistinct sections. The first section provides a highly detailed itemized list of all individual payments within the selected timeframe. The second section provides a concise daily summary table for quick financial reference.

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Best Practices and Considerations

Regular Audits: Regularly use the pre-configured List ALL unprocessed payments search link to it.identify Oneand thatresolve listsany pending transactions. Ensuring all manual cash, cheque, or internal payments are marked as processed keeps your financial reporting accurate and up to date.

• Quick Access for User Support: If a user contacts the paymentsadministration inoffice detail.

  

  ...And one that listsregarding a dailyspecific summary.online purchase, ask them for the confirmation code provided on their digital receipt. Entering this into the Confirm Code search field is the fastest way to bypass broad user searches and instantly view the exact transaction details.