Trico Card Manager - Filter & View Transactions

• Return to Main Page
• Dashboard
• Make Payment (Centralized Billing)
• Make Payment (Individual Billing)
• Inquiry (Excel Report Output)
• Filter and View Transactions
• Transaction Receipt Upload
• Dispute Transactions
• Administration
• • Users & Cards
  • Update Card Contact Details
  • Add User
  • Full Details - Card Summary
  • Change Limit or Strategy
  • Suspend Account

Filter & View Transactions

Transaction information is imported into Trico Card Manager daily. If there is no activity in the most recent billing, the table may be blank. The filter function enables you to display only transactions meeting the criteria that you select.

• Navigate to Transactions and click the Filters button.

 

• Apply Filters as desired.
   
• Click Apply to view your search results.
   
• To save the filter for future use, click on Save As to name the filter. This filter will be available on the drop-down menu under Saved Filters.
   

 

Transaction Detail

• To view a transaction in further detail, select the applicable transaction box.