Find, compare, and correct transactions
About this guide
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.
Find the transaction
Section titled “Find the transaction”Where: Transactions > Transaction Search.
All Offices covers assigned offices; shared records may also appear. Bridger Producer uses the sweep date rather than the payment date.
- Choose Office, Data (Carrier, Merchant, AMS, or Bank Deposits), Start, and End. Choose Carrier or Bank when shown.
- 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.
- Click a row or Copy details to copy it. Export PDF exports the search.
Review Transaction Matching
Section titled “Review Transaction Matching”Where: Transactions > Transaction Matching.
There is no manual Confirm Match action. Correct verified source errors, then rerun the comparison.
- Choose Office and Start date. Leave End date blank for one day, or choose up to 31 days. Click Run Matching.
- Expand a matching row, then inspect the AMS, Carrier, Merchant, and Bank Deposits tabs. Distinguish No match from Not required.
Correct an office, date, or deletion marker
Section titled “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. |
Void or refund an eligible Authorize payment
Section titled “Void or refund an eligible Authorize payment”Where: Transaction Search > Data > Merchant (Accounting role).
- Find the original eligible Authorize payment. For a pending payment, click Void, verify Transaction / Amount, type VOID, then Confirm void.
- 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.
- 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.
Investigate missing or conflicting results
Section titled “Investigate missing or conflicting results”- Match Office, dates, Data, and Deleted filters. Remove uncertain Advanced filters and search again.
- Expand the matching row and compare the source amounts, dates, customer, and policy with the supporting file.
- Check Transaction Queue Report for unfinished imports. Give Accounting the office, dates, source, and discrepancy if a correction is needed.