Field/Function

Description

Electronic Merchant

Choose the Electronic Merchant for the research using the dropdown.

Search For

This choice determines the fields that will be available within this Electronic Merchant Payment Research screen.

MoversSuite Payments

Choose this option to search by Cash Receipt Number, date range or a transaction amount. (Payment processor Transaction ID number is not currently available to user.)

Online Payments

Choose this option to search by MoversConnect Reference Number or MoversConnect ID. Further filter results using date range and/ or a transaction amount. (Payment processor Transaction ID number is not currently available to user.)

Choose what to search for:

Clear all fields by clicking this button.

Search by a known identifier (only enter one value)

(Payment Processor) Transaction ID

Not applicable. (Transaction ID is not currently available to the user.)

Cash Receipt Number

For MoversSuite Payments option only: Enter a value to compare to Receipt Number field in Cash Receipts.

MoversConnect Reference Number:

For Online Payments option only: See MoversConnect and MoversConnect Log for more information.

MoversConnect ID

For Online Payments option only: See MoversConnect and MoversConnect Log for more information.

Search by a date range with an optional amount:

This search allows you to enter a date range with the amount transactional amount being optional.

Date Range

Click on the calendar to pick a date for the beginning date of the search window.

To:

Click on the calendar to pick a date for the end date of the search window.

Transaction Amount

Optional: Enter an amount within $5 of the amount being searched. This is to provide an easy way to search for a value. If the value being searched is $233.56, then example entries could be $233 or $230 for simplicity.

These buttons start the search.

Search MoversSuite:

This is the button shown when MoversSuite Payments is chosen within Search For:

Search MoversSuite and Online:

This is the button shown when Online Payments is chosen within Search For: (Note that Cash Receipts is not shown with this search; therefore, it is not included)

Results that list after Search MoversSuite or Search MoversSuite and Online occurs:

MoversSuite transactions that meet your search requirements. Select one:

“Select one” means select one transaction by clicking on anywhere in the line. The line turns blue when highlighted.

Source

One of the following abbreviations will be listed:

ONL: Online Payments that have had no activity so far. The Branch associated to the payment is shown.

MC: Online Payments that were unsuccessful (declined or other normal processing failure) or have not yet been received and processed from MoversConnect. The Branch associated to the payment is shown.

MSS: Payments generated through MoversSuite

Cash Receipt

The Cash Receipt number linked to the transaction.

Description

The Order Information linked to the transaction.

MoversSuite Transaction Code

The number assigned to the payment transaction by the MoversSuite.

Online Transaction Code

The number assigned to the payment transaction by the Electronic Merchant (payment processor).

Approval Code

The authorization code from your credit card company or bank to approve a payment. See Online Payments.

Cash Receipt

The Cash Receipt number linked to the transaction.

Response Msg

This is the status of the transaction.

Original Amount

The amount entered as the transaction amount.

Approved Amount

The amount approved on the transaction.

Transaction ID

The transaction number assigned to the transaction by the Electronic Merchant when processing the transaction.

The Electronic Merchant that shows on the button is the Electronic Merchant chosen for the search. After selecting a transaction by clicking on a line to highlight the line, click this button. When this button is clicked, a web query goes out to the payment processor indicated (in this example, it is Remedy) for its status. Results will show at the bottom of this screen.

Record Selected Result as Cash Receipt

This button appears when a search result for a transaction without a Cash Receipt matches a transaction amount for that customer. Click to automatically create a Cash Receipt for that transaction.