Your transaction history displays a list of all transactions under your account codes and customer IDs. Use your transaction history to view records of transactions.
1. Select Transactions in the main navigation bar.
Note: If you have access to multiple account codes and customer IDs, ensure the correct options are selected at the top of the home page.
Alternatively, you can click a section of one of the graphs on the home page. The Transactions page will filter your list of transactions based on your selection. For example, if you click the Fuel Dispenser Automated section on the pie graph, only fuel transactions will display on the Transactions page.
2. The Transactions page opens with a list of transactions under your selected account code and customer ID. If a transaction was declined, the decline reason displays directly under the transaction’s merchant location.
3. Click a transaction to view more details, such as the product description.
| Field | Description |
|---|---|
| Date Range | Select a date range of transactions to view (week, monthly, or year). A month of transactions display by default. Use the calendar icon to select a custom range. Note: You can view only up to 14 months of transaction history. |
| Accounts, Customer IDs | Displays only if you have multiple account codes and customer IDs. |
| Posted Transactions, Authorizations, Declines | Choose to show or hide a transaction type. For example, select Decline to show declined transactions and deselect Posted and Authorizations to hide those transactions. |
| Print your transaction view including any filters. | |
| Export | Export your transaction view including any filters to an Excel spreadsheet. |
| Dispute Transactions | Click to open the Dispute Transactions page. This option allows you to search for and dispute any transactions that require resolution. |