Use the Transaction Browser

This article will show you how to navigate through the Transaction Browser.

Instructions

1. Log in to Recreation Management

2. Navigate to the Financial tab, and then select Transaction Browser

   Note:

   You can also navigate to an account's transaction browser. In the Account, select Transaction Browser.

3. Select filters:

   • Locations: Select locations

   • Payment Type: Select payment types

   • Account: Search and select any user

   • Transaction From: Enter the start date for results

   • Transaction To: Enter the end date for results

   • Receipt #: Enter a receipt number, if applicable

   • Show Voids: Select to show void transactions in addition to valid transactions

4. Click Refresh Results to apply filters to search results

5. View results

   • Date: Date the receipt was issued

   • Time: Time of day

   • Receipt #: Click on the receipt number to view receipt editing options

   • Account: Name of the account; click the name to be taken to their account page

   • Type: Type of transaction

   • Payment Type: Type of payment

   • Transaction Total: Total amount of the transaction

   • Actions:

     • Void: Click void to initiate a void of the receipt/transaction

     • Refund: Click refund to initiate a refund of the transaction

Resources

• Balance History and Refunds

• View Receipt on the Transaction Browser