Transactions
About this guide
Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Start in Transaction Search to find a payment. Use the guides below for imports, matching, and receipts.
Find a payment
Section titled “Find a payment”- At the top, choose Office, Data, Start, and End, then Search.
- Open Advanced for customer, policy, amount, deposit, or UUID filters. Use Totals for sums or Export PDF to save results.
Search and matching covers corrections and comparisons. Deleted only marks a record; it does not cancel or refund payment.
Choose your next task
Section titled “Choose your next task”| Item | Guidance |
|---|---|
| Run carrier reports | Import reports or test carrier access. Accounting or Administrator required. |
| Compare payments | Match AMS, carrier, merchant, and deposit records. Keep source totals separate. |
| Void or refund | Accounting can act on eligible Authorize payments. |
| Reports and files | Get totals, export a summary, or save supporting files. |
| Bank deposits | Upload a receipt, find a deposit, or correct an amount. |
| Payment emails | Find a payment notice sent to the company address. |
| Carrier credentials | Operations or Administrator can fix saved carrier access details. |