2.1. Search Transactions

In order to locate and view a certain transaction, access the „Transactions” feature tab and use the multiple search criteria. The criteria can be used individually or combined: -Transaction PO ID (top right)

-Text that appears in the transaction details (can be name -first, last-, city, phone number, email address)

-Transaction status

-Date (date of the initial transaction or the date of the selected transaction status)

Please follow these steps:

-Select the search starting date (from…) and the end date (to..) using the calendar or by keying in the date in the mm//dd/year.

-Insert the search text

-Select the status of the wanted transaction (optional)

-Hit the Search button.

After entering the search criteria, to start the search , press the Search button. It will return the summary lines of the transactions matching your search criteria.

To download a file with the search results -Click on “Export all to csv” or “Export filtered to csv” -Click “Save” and then select download location -Click “Save”. File type is CSV.