About the Transaction Function

The Transaction function provides information about individual transactions used for calculating the summary data found on an account’s monthly statement.

You select from one of six views to display transaction information based on a specific date range. The default date range is established in the Profile function, or you can change the date range in Transaction using the From Date and To Date fields.

As with all data access in iTracer, the data available to you within the Transaction function is dependent on your user data access level.

Detail Screens

From the Transaction function, you can access the detail screens for Transaction, Account and Merchant. Simple click the respective highlighted entry and the detail screen appears.

Transaction Detail Screen

You access the Transaction Detail screen by clicking the transaction amount in any of the Transaction views. Transaction detail includes information about the date, amount, merchant, and the transaction/reason codes.

The following is an example of a transaction detail screen.

Transaction Addendum Information

The view transaction addendum information, click the highlighted Addendum Type, if the addendum information exists.

The following is an example of a Visa Airline addendum screen.

In addition to the six transaction views, Transaction also includes the Sales Tax Estimation sub-function. We'll cover this later in our discussion of the Transaction function.