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Find the Surcharge Amount on Transactions for Reporting

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Note: Compliant Surcharging is not included in all Practice Management Bridge plans. For more information about your plan, contact our Customer Care team by calling 800-337-3630 or emailing [email protected].

You can find the surcharge amount for reporting purposes in Bridge Payments and exported reports.

Instructions

To find the surcharge amount on transactions in Bridge Payments:

  1. Click Reports > Transaction Search in the left menu.
  2. (Optional) Enter search criteria and click Search.
  3. Find the Surcharge column in the Search Results section.
    The Search Results section of Reports > Transaction Search in Bridge Payments. A box surrounds the Surcharge column and the amounts in it.

In an exported report from Bridge Payments, there are two places where you can see surcharge amounts:

  • The surcharge account summary, which is located at the top of the report.
  • The surcharge column, which is provided within the report.

A sample report exported from Bridge Payments that has the surcharge areas highlighted. Under column B, row 5 is the surcharge account summary. Under column F, row 8 is the surcharge column.

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