Run and track transaction reports
About this guide
Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Use Transaction Queue to submit carrier reports or credential checks and follow the batch. Requires Accounting or Administrator access. Accounting accounts also receive the batch’s completion summary in Notifications.
Start a queue run
Section titled “Start a queue run”All Offices / All Carriers include every listed selection. Submission queues the work; it does not mean processing has finished.
- Choose Office, Carrier, Start Date, and End Date. A blank end uses the start date.
- Choose Run Type: Daily Sales Report or Credential Check, then click Run. Keep the Batch ID for follow-up.
Read progress for every run
Section titled “Read progress for every run”In Report Progress, select a carrier’s Show progress chevron for its Run ID and Progress Timeline. The Transactions column distinguishes records added from records found; finding records does not necessarily add them.
| Item | Guidance |
|---|---|
| Queued / Running | Waiting or still processing. |
| Complete | The run finished. Read its Transactions value and use Transactions to inspect the imported records. |
| Needs attention | A credential problem needs correction through Credential Manager. |
| Error | Read Activity and Progress Timeline for the failure. |
Stale progress: No recent progress update does not confirm the run stopped. Check the original run before submitting another.
Read the batch completion notification
Section titled “Read the batch completion notification”Active Accounting accounts in the same company receive one notice after all actually queued runs in a manual batch have completed or failed. This includes requests submitted by another user. Administrator access alone permits the queue but does not subscribe you to completion notices. Scheduled runs do not send these notices.
| Item | Guidance |
|---|---|
| Complete / Failed | Finished means the batch has stopped processing; some runs may have failed. Missing-credential combinations that were not queued are excluded from these counts. |
| Transactions added | Totals the recorded additions across reports. At least means some counts are unavailable; Unavailable does not mean zero. |
| Credential checks | Show additions as Not applicable (credential checks) because they test access rather than import transactions. |
- Open Notifications and choose Transactions in Notification source.
- Find Transaction Run Complete. Its full summary shows office, carrier, date range, Transactions added, Complete, and Failed.
- Select Open to load that batch in Transaction Queue. Expand Show progress for a failed run. The page displays only offices you can access.
No completion alert yet?: Use Transaction Queue or Transaction Queue Report to find the original batch. A missing alert does not establish that the batch is still running; wait for its status before submitting another.
Find an earlier batch or run
Section titled “Find an earlier batch or run”Open Transaction Queue Report for earlier batches and runs.
Activity Start / Activity End filter when the run worked. Report Dates shows the transaction period it requested.
- Choose Scope: All Runs, Queue Batches, or Individual Runs. Enter Batch ID / Run ID, or narrow office, carrier, status, and activity dates.
- Click Search, then Show progress for details.
Recover from a failed or unclear run
Section titled “Recover from a failed or unclear run”Before another Run, confirm the first has stopped and check whether it already added records.
| Item | Guidance |
|---|---|
| Needs attention | Ask Operations or an Administrator to fix Credential Manager, then run Credential Check. |
| Error / unclear progress | Find the original run in Transaction Queue Report. Give support its carrier, office, Report Dates, Run Type, and run reference. |