Description

How do I search for a recurring transaction in the Recurring Mini App?

Resolution

Follow the steps below to search for a recurring transaction:

1. Click Search in the upper right‐hand corner of Recurring Transactions to open the Search page.
2. Enter (or select) search criteria in the Criteria, Status, Group, or Schedule fields.
3. Click Search to run the search. Paya Exchange displays the matching transactions in the Results section.
4. Optionally, click:

• The green arrow for a transaction to view the details.
• Edit to open the transaction page to edit the details.
• Recurring History to view the processing history for the transaction.
• The check box next to a transaction and then click Delete at the bottom of the list to delete the transaction.