Viewing The Credit Card Transaction Log/ Last 4 digits of Card

Viewing The Credit Card Transaction Log; Viewing the Last 4 Digits Of A Card (For Accounting Office)

Label
Description
Business ProcessStudent Self - Service
ModuleStudent Financials
Prerequisites

Student must have used a credit card to purchase item(s) in the accounting office.

Description

This Job Aid illustrates how to view a student’s credit card transaction log and view the last 4 digits of the card.

Instructions:

Step
Action
1.

Click [] then [] and navigate to Student Financials -> Charges and Payments -> Electronic Transactions -> Electronic Payments -> Review Transaction Log….

StepAction
2.

Click the “Search” [] button then click the [] link to proceed to the next step

StepAction
3.

To search by “Student ID”:

Click the “By ID” radio button [] then enter the student’s ID into the “ID” [] field.  Click the “Search” [] button.

Note:

Other Search Options:

·      To Search for all credit card transactions within a date range:

Click the “By Range” radio button [] then enter the valid dates in the “From” [] and “To” [] fields.  Click the “Search” [ ] button.

·      To search by Reference Nbr:

Click the “By Specific Reference” radio button [].  Enter the Reference Number into the “Reference Nbr” [] field.  Click the “Search” [] button.

StepAction
4.

Note: The “Totals” section will populate with total Debits and Credits based on the “Filter Options” selected in the previous step


Click on the “Transaction Detail” [] page (tab).

StepAction
5.

The “Transaction Detail“ page (tab) displays all the student’s credit card transactions.

To view the Payment Log for a specific credit card transaction, click the Reference Nbr associated with the transaction.

StepAction
6.

In the “Payment Log” section, details of the selected credit card transaction are displayed.

To return to the previous screen click on the “Return” [] link located on the bottom left corner of this page.

StepAction
7.End of job aid.