Viewing and Searching Transaction History
  • 27 Oct 2022
  • 1 Minute to read

Viewing and Searching Transaction History

Your Helcim Account includes a search feature that lets you review the transactions you have processed. To review your recent transactions, click on the Payments icon then Transactions to view the latest transactions page.This will bring you to an overview of your transactions.

card transactions To search through your transaction history, you can use the Calendar icon in the right-hand corner of your screen to change the time frame you want to search through and the transaction type. If you only want to view transactions for one day, simply double-click on the day you want to view.

Once you have the date range you want to review, you can tab through the different menu options at the top of your page to select Credit Card Transactions, Bank Account Transactions, other Tender Transactions, Test Transactions, Orphaned Transactions, or Transaction Totals.

card transactions

If you click on Transaction Totals, you will see a summary of the transactions during your specified time frame. You can then further review the transaction total using the secondary menu by clicking on Visa, Mastercard, Amex, Credit Card Totals, Cash, Debit Card (External), Other Tender Totals, and Grand Totals.
visaYou can click on any one of your transactions to view additional details, or perform several different actions including Print, Create PDF, or Send Email Copy. The actions can be found under the Actions button in the top right-hand corner of your screen.

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