Account Select

The Account Select report provides a comprehensive list of transactions for one or more customer accounts.

Account Select

When choosing Account Select under Report Type, the following filter fields are available to refine your search:

Account Number - Here you can enter one or more account numbers.
File – Here you can upload a file containing multiple account numbers separated by commas.
Sort By – This filter allows you to sort the search result based on:
- Timestamp Ascending
- Timestamp Descending
- Transaction Set
- Account Number
- Trading Partner
From and To – This filter allows you to enter a date and time range to refine your result set.
Transaction Sets – This filter allows you to refine your search by choosing a particular transaction type.

After defining the search criteria, click Submit to start your search. You can also click Reset if you want to restart your selection process.

The search results include the detailed list of transactions matching the specified filter criteria. Use the scroll bars and navigational links at bottom of the page to move through the list of transactions returned for your search. Here are the following details that are shown for each transaction displayed in the search results:

Partner Name – Sender/Receiver names
Set ID – Transaction set and sub-set
Acct No – Account number found in named file
Document No – Unique transaction number
Stat Code – Reject/Status Code. For more information see, Transaction Status Codes.
LifeCycle – Life Cycle Number
Date – Transaction processing date
Time – Transaction processing time
Dir – Inbound or Outbound direction indicator
Status – Transaction status
Filename – Name of file containing transaction
ISA Ctrl – Unique transaction control number
GS Ctrl – Unique GS control number
X12 – Link to the transaction data in raw X12 format
PRISM – Link to the transaction data in PRISM format

Account Select Results