How do I find a transaction in CommBiz?

To search for a transaction

• Go to Payables > Transaction Group Status List
• Select a date range or a specific Processing Date click Search
  To search by amount, transaction type or description, select Show Advanced Search > Search
• Select Transaction ID from the search results to see the transaction details

If you can’t find the transaction you’re looking for:

• Search all date ranges as it may have been entered with the wrong date
• Speak to the User who created the payment, they may have forgotten to press ‘Confirm’ – if so, you’ll need to resubmit the transaction
• You may not have permission to view transactions for an account. Check with your CommBiz Administrator if you’re an Authoriser on the account.

For more information, take a look at the Keeping track of payments user guide.

If I close my account will I still have access to Transaction History and Balance History?

Yes, until the account is removed from your Service.