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

Label	Description

Label	Description
Business Process	Student Self - Service
Module	Student 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

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

Step	Action

Step	Action
2.	Click the “Search” [ ] button then click the [ ] link to proceed to the next step

Step	Action

Step

Action

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.

Step	Action

Step	Action
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).

Step	Action

Step	Action
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.

Step	Action

Step	Action
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.

Step	Action

Step	Action
7.	End of job aid.