Technical Support Hours

M-F 8am to 8pm (EST)

Start a conversation

Transaction Log

Important Notice

After October 29, 2019, SalesPad will no longer be supporting CardControl. Additionally, the application will cease to be a PA-DSS validated solution as of this date, and therefore CardControl customers would no longer be PCI compliant. 

Instead, SalesPad Desktop now offers built-in credit card processing via Nodus PayFabric. If you have questions or want more information on our credit card processing services, please contact your sales rep.


Overview

The Transaction Log module in CardControl allows users to view the list of credit card transactions processed by CardControl. The log displays information such as the transaction status, the amount processed, the sales document, and the transaction date.

After reading this document, you be able to view credit card transactions processed through CardControl. Before proceeding, please visit the Security Settings section of this document to ensure that you won’t run into difficulties.

Table of Contents
Transaction Log Usage

To begin, open the Transaction Log module.

The Show dropdown menu allows the user to filter the transactions by date. The user may choose to filter by the last two months, the last four months, the last six months, the last nine months, the last year, or the last two years. When the date range is selected, the list of transactions will update in the grid.

The Refresh button will update the list of transactions in the grid.

Transaction Log Grid

In the Transaction Log grid, each row is a separate transaction that has been processed through CardControl. At the top, there are column headers detailing different pieces of information about a transaction.

The Transaction Log grid has columns such as the Customer Number, Customer Name, Document Number, and Transaction Status. Transaction Status indicates whether a transaction was processed successfully. If the transaction was successful, the CC Transaction Status reads “Success”. If the transaction was not successful, the CC Transaction Status will read “Fail”.

To filter the transactions on a specific column, you will use the Auto Filter Row. To use the Auto Filter Row, right-click on any column in the grid then click the Show Auto Filter Row button.

In the Auto Filter Row, you may filter by specific column values.

 

Security Settings

To utilize the Transaction Log module, you must first configure a security setting.

Open Security Editor.

Enable the security Transaction Log.

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. SalesPad Support

  2. Posted
  3. Updated

Comments