Frequently Asked Questions

Search Transactions Help Return to the Cardholder Center FAQs

  1. How does Search Transactions work?
  2. Can I select more than one search criteria?
  3. What if I need more information about my search results?
  4. What are Saved Searches?
  5. How does Search Transactions differ from Reports?
  6. Who can I contact for further assistance?

Questions and Answers:

  1. Q: How does Search Transactions work?
    A. Search Transactions uses criteria you select to search your account history and display transactions that match. You can search for transactions based on: transaction type (purchase/debit, credit, payment); merchant store description (using all or part of a merchant name); expense category (select the category from the drop-down box); transaction memo (using all or part of a memo you entered on the Transaction Detail page); amount of transaction (select equal to, less than, or greater than and enter a dollar amount.); and posted since (select a month and year to be used as a start date for your search.)

    Top of Page

  2. Q: Can I select more than one search criteria?
    A. Yes, but remember that search criteria are combined. If you choose more than one, all of the criteria must be met in order for the transaction to be found and displayed.

    If you are getting too many transactions on your results page, try using more specific criteria to shorten your results. If you are not finding the transactions you want, start with a very general search and then add more specific criteria to narrow it down. Please remember that you can only search transactions for the online statements that are available. You can see which months are available to search by going to Statements.

    Top of Page

  3. Q: What if I need more information about my search results?
    A. You can click on the Merchant or Purchase Description of any transaction on the results page to display more details about the transaction.

    Top of Page

  4. Q: What are Saved Searches?
    A. When you display your search results, you can assign a unique name to the search criteria you used and select Save. The name you entered is displayed on the main Search Transactions page. To run the search again, just click on the name from the Search Transaction main page.

    When you save a search, you save only the search criteria - not the results. The next time you run that saved search, any additional transactions that meet your chosen criteria will also be displayed on the results page.

    Top of Page

  5. Q: How does Search Transactions differ from Reports?
    A. Search Transactions displays a list of individual transactions that meet your criteria. A report displays a summary of transactions (in text or graph format) that fit the report criteria.

    Top of Page

  6. Q: Who can I contact for further assistance?
    A. If you have questions, please call Customer Service at 1-877-790-5648.

    Top of Page