Merchant Services Transaction Exception Review

Search by Phase enables you to view and manage transactions in any phase of the processing cycle. The phase that you choose determines which actions are available to further process a transaction. There are four phases that can be searched using this method. You can use the Transactions by Phase search to filter for transactions and perform bulk actions on them. You can export the results to a local file as well as hide the transaction from future searches.

To search by phase

1. Log in to your Merchant Services account in Business Advantage 360 online banking. 
2. In the left navigation pane, select Transactions > Transactions by Phase. The Transactions by Phase page appears.
3. Search for the Merchant ID.
4. Select Phase type.
   
   
   

   table listing phases and their descriptions

   Phase	Description
   Settlements Pending Batch	Transactions that were settled in the past hour but that are not yet forwarded by to the backend processors to fulfill a transaction.  You can also choose to export search results or void any transaction that does not require further processing. Settlement data can be accessed as far back as the beginning of your processing. Search using default date ranges or custom date ranges to access a maximum of 3 months of data at a time.
   Authorizations Ready to Settle	Displays authorization transactions that are not settled.  You can hide selected transactions from future searches; use this option when you know that you will never capture an authorization for the transaction (for example, fraudulent or canceled orders). You can also choose to quickly settle or hide selected transactions. The Authorizations Ready to Settle option allows you to filter for authorizations ready to settle using the search, select one or more transactions from the list and click Settle to bulk settle all authorizations or click Authorization Reversal to do an authorization reversal for selected transactions.  Authorization data can be accessed as far back as 13 months. Search using default date ranges or custom date ranges to access a maximum of 3 months of data at a time.
   Authorizations Needing Review	Displays transactions flagged for review for either Smart Authorization or Authorization Code Needed reasons. You can quickly settle or hide one or more flagged transactions. Authorization data can be accessed as far back as 13 months. Search using default date ranges or custom date ranges to access a maximum of 3 months of data at a time. See Merchant Services Transaction Management (Settle, Reverse, Void, Credit) for information on how to reverse or settle a transaction.
   Exception Search	Use this filter to review details, including the reason, of transactions that encountered an error during processing. This data can also be found in the Transaction Exception Detail report (this type of search would be used mainly for merchants using a third party).

5.  Filter results using date range and application.
6. Click Search. Search Results will appear. To view the details of any transaction, click the Request ID link of the selected transaction.