Search for a charge record

To search for a charge record:

1. Open the Advanced Search - Merchant Search page.

   Express enables you to locate submitted back-end entities and banking elements using hierarchy and demographic information. To search for a merchant accounting entity, browse to the Advanced Search - Merchant Accounting Search page, then enter search criteria based on the entity you are trying to find.

   Search results are validated against the permissions associated with your User ID. If your search does not return the expected result, ensure that your search criteria are valid, then verify with your System Administrator that you have the appropriate level of access.

   Note: Front-end only clients cannot search for merchant accounting entities.

   To open the Advanced Search - Merchant Search page:

   1. From the Express Homepage, in the Other Searches panel, click the Advanced Search link.

      Tip: Click Main to open the Express Homepage.

      

      -or-

      From the Admin menu, click Advanced Search.

      

      The Advanced Search - Merchant Search page opens.

      

2. From the Accounting Entity drop-down list, select Charge Record.

   

3. Click Select.

   The Advanced Search - Merchant Accounting Search page opens.

4. In the Bank Number field, enter a valid bank number.

   Note: If you have user privileges to more than one bank, entering a Bank Number will narrow your search.

5. In the Merchant Number field, enter a valid merchant number.

   Tip: To narrow your search, from the Charge Record type drop-down list, select a charge record type.

6. Click Search.

   A search results table displays containing Bank Number, Merchant Number, DBA Name, and Charge Record Type.

7. To view the merchant charge record details, click the value in the Bank Number column of the record that you want to view.