1-888-724-1655
[email protected]

Viewing Posting Status and Details

After a payment is posted, posting details are displayed in two places:  

  • In the Transaction Search Results in the Posted By and Posted On columns. To access Transaction Search Results, click Reports > Transaction Search in the left menu.
    The Search Results section of the Reports > Transaction Search screen. A box surrounds the Posted By and Posted On columns.
  • At the bottom of Transaction Details. To access Transaction Details, navigate to Transaction Search Results, and then open a transaction by clicking the transaction ID link in the TXN ID column.
    The bottom portion of the Transaction Details window. A box surrounds the space in-between the Refund and Post buttons, which lists Posted by and Posted on details.

If a payment has not been posted, a dash (-) is displayed in the Posted By and Posted On columns, and posting information is not displayed at the bottom of Transaction Details. 

Note: When the transaction is posted via API Call, the Posted By username is PMB_APIUser. 

Tags: Posting Payments, Reporting & Posting

Related Articles