Transaction Express User Guide - Merchant Service Group

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Recurring Reports – Expired Card Search 66 [Transaction Express User Guide] Access this by selecting Reports >Expired Card Search from the left navigation menu. The Expired Card Report will identify and return all Customer Wallets which contain an Expired or Expiring Credit Card within the timeframe you specify for the search. Set the From and To dates and press Submit to pull the report. The From date may be up to 13 months prior to the current date. The To date may be set up to 3 months in the future. Report results will only return Expired or Expiring Cards which are included in an Active Wallet or Recurring Profile. The Expired Card report will not reflect Expired Cards on Inactive or on Expired recurring Profiles. The Wallet ID can be clicked on to be routed to the Add/Update Wallet screen. The Recurring ID can be clicked to be routed to the Add/Update Recurring Payment screen.
[Transaction Express User Guide] Section 7 – Account Settings Account Settings – User Defined Fields Access this by selecting Admin > Merchant User Defined Fields from the left navigation menu. There are 5 User Defined Fields, or UDF’s, available in Transaction Express. These fields can be renamed and will be available on transactions under the Additional Information section once they have been saved with new names. User Defined Fields—Default name Note—UDF’s which have not been renamed will not appear on transaction screens. User Defined Fields—Custom name Note—UDF’s which have been named will show up on transaction screens. Supply a new name in the New Field Name field and press Submit in order to rename a UDF. 67
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Transaction Express User Guide - Merchant Service Group

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