# Find, compare, and correct transactions

> Search carrier, merchant, AMS, and deposit records; review matching results; complete supported payment actions.

Language: en-US. Product guide: https://agencymesh.app/help/transaction-search-and-matching/.

Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Find a transaction, compare its source records, or make an authorized correction. Start with the office and dates you need.

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## Find the transaction

**Where:** Transactions > [Transaction Search](https://app.agencymesh.app/transactions/icrTransactionSearch).

**All Offices** covers assigned offices; shared records may also appear. Bridger Producer uses the sweep date rather than the payment date.

1. Choose **Office**, **Data** (**Carrier**, **Merchant**, **AMS**, or **Bank Deposits**), **Start**, and **End**. Choose **Carrier** or **Bank** when shown.
2. Use **Advanced** for amounts, policy/customer or deposit/agent details, and **UUID**. Leave **Deleted > No** for current records; use **Yes** for marked records. Click **Search**.
3. Click a row or **Copy details** to copy it. **Export PDF** exports the search.

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## Review Transaction Matching

**Where:** Transactions > [Transaction Matching](https://app.agencymesh.app/transactions/icrTransactionMatching).

There is no manual **Confirm Match** action. Correct verified source errors, then rerun the comparison.

1. Choose **Office** and **Start date**. Leave **End date** blank for one day, or choose up to **31 days**. Click **Run Matching**.
2. Expand a matching row, then inspect the **AMS**, **Carrier**, **Merchant**, and **Bank Deposits** tabs. Distinguish **No match** from **Not required**.

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## Correct an office, date, or deletion marker

If a visible date editor refuses **Save**, ask Accounting to make the correction. Rerun the search or comparison after a change.

| Item | Guidance |
| --- | --- |
| Office | In Transaction Search, choose the new Office; it saves immediately. Matching’s Carrier tab uses Change office. |
| Carrier date | With Accounting or Administrator access, open Date, choose the date, then Save. Matching uses Change date > New transaction date > Save. |
| Deletion marker | Accounting users can change Deleted to mark or restore a record immediately. It does not void or refund payment. |

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## Void or refund an eligible Authorize payment

**Where:** [Transaction Search](https://app.agencymesh.app/transactions/icrTransactionSearch) > Data > Merchant (Accounting role).

1. Find the original eligible Authorize payment. For a pending payment, click **Void**, verify **Transaction** / **Amount**, type **VOID**, then **Confirm void**.
2. For a settled card payment, click **Refund**. Choose **Full remaining amount** or **Partial amount**; enter **Partial refund amount** if needed. It must be positive and no more than **Available to refund**.
3. Type **REFUND**, then **Confirm refund**. Check the refreshed status; use **Receipt > Download PDF** when offered.

> **Verify an unclear outcome before retrying:** These actions cannot be reversed here. Check the original payment before repeating an unknown result. A refund record cannot itself be voided or refunded.

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## Investigate missing or conflicting results

1. Match **Office**, dates, **Data**, and **Deleted** filters. Remove uncertain **Advanced** filters and search again.
2. Expand the matching row and compare the source amounts, dates, customer, and policy with the supporting file.
3. Check **Transaction Queue Report** for unfinished imports. Give Accounting the office, dates, source, and discrepancy if a correction is needed.

## Related guides

- [Find and reconcile transaction records](https://agencymesh.app/help/transactions.md)
- [Run and track transaction reports](https://agencymesh.app/help/transaction-queue.md)
- [Review transaction totals and supporting files](https://agencymesh.app/help/transaction-reporting-files.md)