# Find and reconcile transaction records

> Choose a transaction tool, inspect records, and follow the correct steps for financial changes.

Language: en-US. Product guide: https://agencymesh.app/help/transactions/.

Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10

Use [Transaction Search](https://app.agencymesh.app/transactions/icrTransactionSearch) to find records and Transaction Matching to compare sources. Accounting actions and carrier credential editing depend on your role.

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## Choose a transaction tool

| Item | Guidance |
| --- | --- |
| [Transaction Search](https://app.agencymesh.app/transactions/icrTransactionSearch) | Find records, inspect Totals, and Export PDF. |
| [Transaction Matching](https://app.agencymesh.app/transactions/icrTransactionMatching) | Compare sources for one day or up to 31 days. |
| [Transaction Summary](https://app.agencymesh.app/transactions/icrTransactionSummary) | Office totals and PDF export. |
| [Transaction Files](https://app.agencymesh.app/transactions/icrTransactionFiles) | Supporting files and deposit slips. |
| [Transaction Queue](https://app.agencymesh.app/transactions/icrQueue) / [Transaction Queue Report](https://app.agencymesh.app/transactions/icrQueueReport) | Accounting or Administrator can submit carrier reports or credential checks. Accounting also receives [batch completion notices](/help/transaction-queue/#transaction-queue-notifications), including failures. |
| [Payment Notifications](https://app.agencymesh.app/transactions/payment_notifications) | Load recent notifications by company Email address. |
| [Credential Manager](https://app.agencymesh.app/transactions/credentialManager) | Inspect and correct permitted carrier access fields. |

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## Find and check a transaction

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

Choose **Office**, **Data**, **Start**, and **End**, then **Search**. Use **Advanced** for amount, customer, policy, deposit, or UUID filters. **Export PDF** saves the result.

See [Transaction search](/help/transaction-search-and-matching/#transaction-search-filters) for copying records and corrections.

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## Compare records across sources

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

Choose **Office** and **Start date**; leave **End date** blank for one day or choose a range up to **31 days**. Click **Run Matching**, expand a result, and compare the **AMS**, **Carrier**, **Merchant**, and **Bank Deposits** source tabs.

Matching is calculated; there is no **Confirm Match** action. Keep source totals separate rather than adding them into one sales total.

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## Use the correct financial action

Accounting users can **Void** eligible pending Authorize payments or **Refund** eligible settled card payments from **Transaction Search > Data > Merchant**. Follow [Void or refund](/help/transaction-search-and-matching/#transaction-void-refund) for confirmation and amount choices.

If the outcome is unclear, verify the original payment before trying again. **Deleted** only marks a record; it does not cancel or refund payment.

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## Resolve a carrier access issue

**Where:** Transactions > [Credential Manager](https://app.agencymesh.app/transactions/credentialManager).

Saving a value does not confirm a successful login. See [Credential Manager](/help/credential-manager/) for editing details.

1. Find the office and carrier; use **View** beside **Invalid Credentials** for failure details.
2. Operations or Administrators can edit a field and leave it to autosave. Wait for **Credential saved**.
3. Run **Credential Check** from **Transaction Queue** to verify access.

## Related guides

- [Roles and permissions reference](https://agencymesh.app/help/roles-and-permissions.md)
- [Use the Dashboard](https://agencymesh.app/help/dashboard.md)
- [Troubleshooting AgencyMesh](https://agencymesh.app/help/troubleshooting.md)
- [Run and track transaction reports](https://agencymesh.app/help/transaction-queue.md)
- [Read notifications and send announcements](https://agencymesh.app/help/notifications.md)