Find and reconcile transaction records
About this guide
Last reviewed October 2, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Use Transaction Search to find records and Transaction Matching to compare sources. Accounting actions and carrier credential editing depend on your role.
Choose a transaction tool
Section titled “Choose a transaction tool”| Item | Guidance |
|---|---|
| Transaction Search | Find records, inspect Totals, and Export PDF. |
| Transaction Matching | Compare sources for one day or up to 31 days. |
| Transaction Summary | Office totals and PDF export. |
| Transaction Files | Supporting files and deposit slips. |
| Transaction Queue / Transaction Queue Report | Accounting or Administrator can submit carrier reports or credential checks. Accounting also receives batch completion notices, including failures. |
| Payment Notifications | Load recent notifications by company Email address. |
| Credential Manager | Inspect and correct permitted carrier access fields. |
Find and check a transaction
Section titled “Find and check a transaction”Where: Transactions > Transaction Search.
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 for copying records and corrections.
Compare records across sources
Section titled “Compare records across sources”Where: Transactions > Transaction Matching.
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.
Use the correct financial action
Section titled “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 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.
Resolve a carrier access issue
Section titled “Resolve a carrier access issue”Where: Transactions > Credential Manager.
Saving a value does not confirm a successful login. See Credential Manager for editing details.
- Find the office and carrier; use View beside Invalid Credentials for failure details.
- Operations or Administrators can edit a field and leave it to autosave. Wait for Credential saved.
- Run Credential Check from Transaction Queue to verify access.