Transaction work queues
Process transaction items and exceptions in a shared queue with visible status.
Transactions and accounting
Review and reconcile payment activity in one place.
Search, match, review, and report transaction activity across carrier, merchant, AMS, and bank sources with dedicated accounting queues.
What you can do
Transactions and accounting features at a glance
The relevant customer, office, task, or transaction details stay with the work.
Matching and reconciliation
Compare carrier, merchant, AMS, and bank information before confirming a match.
Search and reporting
Use transaction search, metrics, summaries, files, and queue reports for follow-through.
How it works
A simple three-step process.
The exact options depend on your role and the record you’re working on.
- 01
Find the record
Start in the queue or search using the available identifiers and dates.
- 02
Review the evidence
Compare related records and confirm office, amount, carrier, and status.
- 03
Complete the action
Match, update, notify, refund, or void only when your role and process allow it.
Before you start
What to check first
Who can use this area?
What you can use depends on your account type, role, office access, enabled services, and sometimes the record’s current status. The Help guide lists the usual roles, but your administrator controls access.
What should I verify before saving?
Confirm the person or record, office, date or reporting period, current state, and the effect described by the button or confirmation. For customer and financial actions, verify the destination or amount as well.
What if the page and Help guide disagree?
Don’t try to work around the page. Note what you see and send support the page, action, time, exact message, and a screenshot with sensitive information removed.