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How to locate a sub-batch for administrative use

Version: V4.4
Added on: 11/25/15
Time: 15 min
Category: Quick Guides

Useful Terms

Batch     Sub-batch    

How to locate a sub-batch for administrative use

  1. Are you ready?

    In this tutorial we are going to learn how to locate a sub-batch for further administrative use. As the system allows to apply particular actions for administrative users only, only Monitoring perspective can be used for these purposes.

    We will use the following parameters:
    Attempt Date: 12/05/2023
    Status: Forward
    Review status: Pending

  2. Log in to the system using your Username and Password and switch to the Administrative => Monitoring Perspective.

    Note: To learn how to log in and select perspectives, use the prerequisite tutorial Logging in and navigating the application.
  3. Select appropriate Merchant or Merchant Account in the top left section of the screen.
  4. Click   Sub Batchbutton in the top section of the screen.
  5. Locate   Sub-Batch Search  groupbox
  6. Enter 12/05/2023 into the Attempt Datedatebox
  7. Select Forward in Statusdropdown
  8. Select Pending in Review Statusdropdown
  9. Click   Findbutton
  10. Locate   Sub-Batch List  groupbox
  11. Now you can view sub-batch details and totals, as well as approve or cancel the selected sub-batch.
  12. Let's learn how to review all transactions associated with a particular sub-batch.
  13. Click   View Sub-batchbutton next to the sub-batch you want to review transactions for.
  14. Locate   Transactions  groupbox
  15. Click   Loadbutton
  16. All transactions included in this sub-batch will be loaded and your screen will look similiar to the screenshot.
  17. Congratulations, you are done!

    You have learned how to locate a sub-batch. Now you can do this by yourself.

Related Tutorials

Name Added On Difficulty Time Required Description
Reviewing suspected duplicate batches 09/01/14 15 mins This tutorial will teach you how to locate and approve duplicate batches/sub-batches.
How to upload a batch/billing file 10/29/14 15 mins This tutorial will give you knowledge how to upload a billing file.
How to review batch totals 04/08/15 15 mins This tutorial will teach you how to review merchant's totals.